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 | $50,574 | $85,766-41.0% | $136,294-62.9% | $70,131-27.9% |
| Participation rate | 73.2% | 74.2%-1.0pp | 81.9%-8.8pp | 69.5%+3.6pp |
| Annual return | 13.00% | 31.45%-18.5pp | 5155.94%-5142.9pp | 73.14%-60.1pp |
| Employer contribution / active EE | $668 | $2,966-77.5% | $4,695-85.8% | $2,342-71.5% |
| Participant deferral / active EE | $3,611 | $5,051-28.5% | $6,247-42.2% | $3,332+8.4% |
| Admin fee / account holder | $17,852 | $5,420+229.3% | $9,243+93.1% | $4,645+284.3% |