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 | $51,070 | $70,428-27.5% | $96,562-47.1% | $85,850-40.5% |
| Participation rate | 98.6% | 61.8%+36.8pp | 69.8%+28.8pp | 69.3%+29.3pp |
| Annual return | 9.55% | 18.59%-9.0pp | 37.78%-28.2pp | 318.53%-309.0pp |
| Employer contribution / active EE | $2,181 | $1,413+54.4% | $2,356-7.4% | $2,565-15.0% |
| Participant deferral / active EE | $2,342 | $2,894-19.1% | $3,849-39.2% | $3,952-40.7% |
| Admin fee / account holder | $1,199 | $4,997-76.0% | $6,181-80.6% | $6,260-80.8% |