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 | $37,307 | $48,046-22.4% | $84,611-55.9% | $72,985-48.9% |
| Participation rate | 76.1% | 57.6%+18.6pp | 68.2%+7.9pp | 69.5%+6.7pp |
| Annual return | 5.42% | 37.38%-32.0pp | 258.74%-253.3pp | 81.00%-75.6pp |
| Employer contribution / active EE | $767 | $1,602-52.1% | $2,652-71.1% | $2,440-68.6% |
| Participant deferral / active EE | $1,539 | $2,680-42.6% | $3,899-60.5% | $3,607-57.3% |
| Admin fee / account holder | $1,893 | $3,395-44.2% | $4,912-61.5% | $5,124-63.1% |