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 | $50,738 | $95,416-46.8% | $185,823-72.7% | $85,850-40.9% |
| Participation rate | 92.0% | 68.8%+23.2pp | 81.7%+10.3pp | 69.3%+22.7pp |
| Annual return | 9.41% | 23.59%-14.2pp | 122.05%-112.6pp | 318.53%-309.1pp |
| Employer contribution / active EE | $1,251 | $3,314-62.2% | $5,167-75.8% | $2,565-51.2% |
| Participant deferral / active EE | $2,965 | $3,423-13.4% | $5,568-46.7% | $3,952-25.0% |
| Admin fee / account holder | $6,672 | $7,213-7.5% | $16,237-58.9% | $6,260+6.6% |