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 | $48,918 | $65,365-25.2% | $92,893-47.3% | $72,985-33.0% |
| Participation rate | 78.2% | 68.3%+9.9pp | 76.0%+2.2pp | 69.5%+8.7pp |
| Annual return | 15.70% | 42.10%-26.4pp | 109.41%-93.7pp | 81.00%-65.3pp |
| Employer contribution / active EE | $1,931 | $2,594-25.6% | $3,653-47.1% | $2,440-20.8% |
| Participant deferral / active EE | $2,683 | $3,128-14.2% | $4,236-36.7% | $3,607-25.6% |
| Admin fee / account holder | $5,864 | $4,251+37.9% | $5,794+1.2% | $5,124+14.4% |