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 | $52,654 | $63,346-16.9% | $92,233-42.9% | $70,131-24.9% |
| Participation rate | 97.3% | 68.7%+28.6pp | 76.5%+20.8pp | 69.5%+27.7pp |
| Annual return | 7.67% | 530.12%-522.4pp | 176.28%-168.6pp | 73.14%-65.5pp |
| Employer contribution / active EE | $1,036 | $2,471-58.1% | $3,679-71.9% | $2,342-55.8% |
| Participant deferral / active EE | $2,967 | $2,854+4.0% | $3,897-23.9% | $3,332-10.9% |
| Admin fee / account holder | $460 | $3,840-88.0% | $5,194-91.1% | $4,645-90.1% |