See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,343 | $63,346-26.8% | $92,233-49.8% | $70,131-33.9% |
| Participation rate | 74.3% | 68.7%+5.6pp | 76.5%-2.2pp | 69.5%+4.7pp |
| Annual return | 12.11% | 530.12%-518.0pp | 176.28%-164.2pp | 73.14%-61.0pp |
| Employer contribution / active EE | $623 | $2,471-74.8% | $3,679-83.1% | $2,342-73.4% |
| Participant deferral / active EE | $2,493 | $2,854-12.6% | $3,897-36.0% | $3,332-25.2% |
| Admin fee / account holder | $5,720 | $3,840+49.0% | $5,194+10.1% | $4,645+23.1% |