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 10-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 | $49,981 | $58,512-14.6% | $84,015-40.5% | $72,985-31.5% |
| Participation rate | 83.0% | 61.2%+21.8pp | 69.0%+14.0pp | 69.5%+13.5pp |
| Annual return | 12.51% | 28.93%-16.4pp | 71.31%-58.8pp | 81.00%-68.5pp |
| Employer contribution / active EE | $428 | $1,163-63.2% | $1,983-78.4% | $2,440-82.5% |
| Participant deferral / active EE | $2,187 | $2,394-8.6% | $3,239-32.5% | $3,607-39.4% |
| Admin fee / account holder | $755 | $4,569-83.5% | $6,101-87.6% | $5,124-85.3% |