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 | $45,838 | $53,777-14.8% | $134,143-65.8% | $79,858-42.6% |
| Participation rate | 88.6% | 58.8%+29.9pp | 72.2%+16.5pp | 69.6%+19.0pp |
| Annual return | 9.82% | 19.01%-9.2pp | 36.33%-26.5pp | 31.71%-21.9pp |
| Employer contribution / active EE | $2,030 | $1,321+53.6% | $3,704-45.2% | $2,471-17.8% |
| Participant deferral / active EE | $3,069 | $2,420+26.8% | $3,499-12.3% | $3,740-17.9% |
| Admin fee / account holder | $2,430 | $3,984-39.0% | $6,684-63.6% | $5,306-54.2% |