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 | $45,895 | $95,803-52.1% | $113,168-59.4% | $84,808-45.9% |
| Participation rate | 91.5% | 72.9%+18.7pp | 76.6%+15.0pp | 68.3%+23.2pp |
| Annual return | 7.90% | 25.00%-17.1pp | 24.27%-16.4pp | 40.90%-33.0pp |
| Employer contribution / active EE | $1,449 | $2,360-38.6% | $2,975-51.3% | $2,631-44.9% |
| Participant deferral / active EE | $3,406 | $4,242-19.7% | $5,107-33.3% | $4,212-19.1% |
| Admin fee / account holder | $58,077 | $8,989+546.1% | $12,068+381.3% | $7,344+690.8% |