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 | $44,350 | $78,422-43.4% | $95,952-53.8% | $79,858-44.5% |
| Participation rate | 96.9% | 73.5%+23.4pp | 77.1%+19.8pp | 69.6%+27.2pp |
| Annual return | 3.60% | 19.37%-15.8pp | 91.61%-88.0pp | 31.71%-28.1pp |
| Employer contribution / active EE | $2,063 | $1,945+6.0% | $2,541-18.8% | $2,471-16.5% |
| Participant deferral / active EE | $2,254 | $3,440-34.5% | $4,167-45.9% | $3,740-39.7% |
| Admin fee / account holder | $21,416 | $5,622+280.9% | $6,795+215.2% | $5,306+303.6% |