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 | $41,594 | $81,208-48.8% | $98,907-57.9% | $79,858-47.9% |
| Participation rate | 91.8% | 72.5%+19.3pp | 76.0%+15.8pp | 69.6%+22.1pp |
| Annual return | 5.44% | 60.99%-55.6pp | 196.43%-191.0pp | 31.71%-26.3pp |
| Employer contribution / active EE | $1,027 | $1,960-47.6% | $2,689-61.8% | $2,471-58.4% |
| Participant deferral / active EE | $0 | $3,265-100.0% | $4,244-100.0% | $3,740-100.0% |
| Admin fee / account holder | $594 | $6,013-90.1% | $6,642-91.1% | $5,306-88.8% |