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 | $50,997 | $51,466-0.9% | $78,778-35.3% | $62,292-18.1% |
| Participation rate | 96.0% | 59.8%+36.2pp | 69.2%+26.8pp | 69.5%+26.5pp |
| Annual return | 13.10% | 19.96%-6.9pp | 35.62%-22.5pp | 28.90%-15.8pp |
| Employer contribution / active EE | $1,814 | $827+119.2% | $1,986-8.7% | $2,042-11.2% |
| Participant deferral / active EE | $2,392 | $2,147+11.4% | $2,958-19.2% | $3,169-24.5% |
| Admin fee / account holder | $1,411 | $489+188.4% | $5,134-72.5% | $479+194.4% |