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 | $48,224 | $51,604-6.5% | $129,295-62.7% | $80,874-40.4% |
| Participation rate | 75.6% | 57.0%+18.6pp | 69.6%+6.0pp | 67.6%+8.0pp |
| Annual return | 11.02% | 20.76%-9.7pp | 9429.28%-9418.3pp | 35.62%-24.6pp |
| Employer contribution / active EE | $2,074 | $1,585+30.9% | $4,157-50.1% | $2,756-24.7% |
| Participant deferral / active EE | $3,695 | $2,670+38.4% | $4,169-11.4% | $4,297-14.0% |
| Admin fee / account holder | $5,559 | $4,310+29.0% | $7,665-27.5% | $6,935-19.9% |