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 | $31,636 | $58,828-46.2% | $77,999-59.4% | $62,891-49.7% |
| Participation rate | 97.4% | 71.1%+26.4pp | 75.5%+21.9pp | 69.3%+28.1pp |
| Annual return | 4.60% | 17.16%-12.6pp | 425.96%-421.4pp | 20.14%-15.5pp |
| Employer contribution / active EE | $4,824 | $1,672+188.5% | $2,470+95.3% | $2,281+111.5% |
| Participant deferral / active EE | $3,165 | $2,686+17.9% | $3,497-9.5% | $3,203-1.2% |
| Admin fee / account holder | $487 | $4,393-88.9% | $5,480-91.1% | $4,296-88.7% |