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 | $50,813 | $81,248-37.5% | $155,509-67.3% | $80,856-37.2% |
| Participation rate | 86.2% | 66.2%+20.0pp | 78.2%+8.0pp | 67.6%+18.6pp |
| Annual return | 6.15% | 33.31%-27.2pp | 64.67%-58.5pp | 35.59%-29.4pp |
| Employer contribution / active EE | $5,954 | $3,100+92.0% | $4,672+27.4% | $2,755+116.1% |
| Participant deferral / active EE | $3,697 | $3,452+7.1% | $5,626-34.3% | $4,296-13.9% |
| Admin fee / account holder | $54,826 | $7,997+585.6% | $15,912+244.6% | $6,918+692.5% |