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 | $54,434 | $51,576+5.5% | $129,207-57.9% | $80,856-32.7% |
| Participation rate | 83.6% | 57.0%+26.6pp | 69.6%+14.0pp | 67.6%+16.0pp |
| Annual return | 5.36% | 20.81%-15.4pp | 9417.33%-9412.0pp | 35.59%-30.2pp |
| Employer contribution / active EE | $7,259 | $1,584+358.3% | $4,153+74.8% | $2,755+163.5% |
| Participant deferral / active EE | $5,779 | $2,669+116.5% | $4,168+38.7% | $4,296+34.5% |
| Admin fee / account holder | $2,703 | $4,305-37.2% | $7,715-65.0% | $6,918-60.9% |