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 | $50,807 | $89,355-43.1% | $141,162-64.0% | $72,985-30.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 13.42% | 111.85%-98.4pp | 71.39%-58.0pp | 81.00%-67.6pp |
| Employer contribution / active EE | $711 | $3,114-77.2% | $4,735-85.0% | $2,440-70.8% |
| Participant deferral / active EE | $2,965 | $5,418-45.3% | $6,709-55.8% | $3,607-17.8% |
| Admin fee / account holder | $8,294 | $5,958+39.2% | $10,261-19.2% | $5,124+61.8% |