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 | $43,399 | $53,053-18.2% | $126,539-65.7% | $74,304-41.6% |
| Participation rate | 92.0% | 48.0%+44.0pp | 69.8%+22.2pp | 60.3%+31.7pp |
| Annual return | 12.63% | 29.46%-16.8pp | 425.95%-413.3pp | 29.43%-16.8pp |
| Employer contribution / active EE | $1,179 | $1,168+1.0% | $3,674-67.9% | $2,241-47.4% |
| Participant deferral / active EE | $3,981 | $2,303+72.9% | $4,083-2.5% | $3,767+5.7% |
| Admin fee / account holder | $3,688 | $3,698-0.3% | $6,065-39.2% | $2,969+24.2% |