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 | $50,893 | $74,888-32.0% | $71,209-28.5% | $142,382-64.3% |
| Participation rate | 70.0% | 76.2%-6.2pp | 73.8%-3.8pp | 80.1%-10.1pp |
| Annual return | 11.25% | 345.14%-333.9pp | 282.51%-271.3pp | 217.08%-205.8pp |
| Employer contribution / active EE | $621 | $2,854-78.2% | $2,721-77.2% | $4,299-85.6% |
| Participant deferral / active EE | $4,657 | $4,454+4.6% | $4,175+11.5% | $6,507-28.4% |
| Admin fee / account holder | $2,051 | $5,568-63.2% | $5,349-61.7% | $12,624-83.8% |