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 | $57,900 | $85,766-32.5% | $136,294-57.5% | $70,131-17.4% |
| Participation rate | 76.2% | 74.2%+2.0pp | 81.9%-5.7pp | 69.5%+6.6pp |
| Annual return | 13.70% | 31.45%-17.8pp | 5155.94%-5142.2pp | 73.14%-59.4pp |
| Employer contribution / active EE | $624 | $2,966-79.0% | $4,695-86.7% | $2,342-73.4% |
| Participant deferral / active EE | $3,083 | $5,051-39.0% | $6,247-50.6% | $3,332-7.5% |
| Admin fee / account holder | $7,826 | $5,420+44.4% | $9,243-15.3% | $4,645+68.5% |