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 | $51,018 | $80,968-37.0% | $96,544-47.2% | $75,163-32.1% |
| Participation rate | 73.1% | 71.8%+1.3pp | 76.0%-2.9pp | 67.2%+5.9pp |
| Annual return | 6.29% | 27.06%-20.8pp | 25.84%-19.6pp | 160.62%-154.3pp |
| Employer contribution / active EE | $856 | $2,282-62.5% | $2,965-71.1% | $2,670-67.9% |
| Participant deferral / active EE | $2,771 | $3,928-29.5% | $4,851-42.9% | $4,125-32.8% |
| Admin fee / account holder | $21,365 | $6,724+217.7% | $8,252+158.9% | $5,651+278.1% |