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 3-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 | $48,187 | $80,717-40.3% | $154,803-68.9% | $84,808-43.2% |
| Participation rate | 97.3% | 66.8%+30.5pp | 78.1%+19.2pp | 68.3%+29.0pp |
| Annual return | 11.70% | 37.96%-26.3pp | 58.88%-47.2pp | 40.90%-29.2pp |
| Employer contribution / active EE | $2,153 | $2,761-22.0% | $4,305-50.0% | $2,631-18.2% |
| Participant deferral / active EE | $5,050 | $3,303+52.9% | $5,540-8.8% | $4,212+19.9% |
| Admin fee / account holder | $42,228 | $6,746+526.0% | $14,329+194.7% | $7,344+475.0% |