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 | $49,250 | $138,347-64.4% | $184,203-73.3% | $80,856-39.1% |
| Participation rate | 98.2% | 83.9%+14.3pp | 86.8%+11.4pp | 67.6%+30.6pp |
| Annual return | 7.79% | 20.02%-12.2pp | 28.81%-21.0pp | 35.59%-27.8pp |
| Employer contribution / active EE | $3,299 | $4,850-32.0% | $6,427-48.7% | $2,755+19.7% |
| Participant deferral / active EE | $4,431 | $7,071-37.3% | $9,131-51.5% | $4,296+3.1% |
| Admin fee / account holder | $782 | $10,483-92.5% | $13,901-94.4% | $6,918-88.7% |