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 | $49,021 | $73,933-33.7% | $96,683-49.3% | $75,163-34.8% |
| Participation rate | 87.5% | 66.4%+21.1pp | 74.3%+13.2pp | 67.2%+20.3pp |
| Annual return | 10.57% | 26.70%-16.1pp | 35.69%-25.1pp | 160.62%-150.0pp |
| Employer contribution / active EE | $5,471 | $2,928+86.9% | $3,737+46.4% | $2,670+104.9% |
| Participant deferral / active EE | $3,541 | $3,659-3.2% | $4,878-27.4% | $4,125-14.2% |
| Admin fee / account holder | $19,042 | $5,216+265.1% | $6,730+183.0% | $5,651+237.0% |