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 | $65,462 | $78,422-16.5% | $95,952-31.8% | $79,858-18.0% |
| Participation rate | 94.3% | 73.5%+20.8pp | 77.1%+17.2pp | 69.6%+24.7pp |
| Annual return | 8.50% | 19.37%-10.9pp | 91.61%-83.1pp | 31.71%-23.2pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,610 | $3,440-24.1% | $4,167-37.4% | $3,740-30.2% |
| Admin fee / account holder | $19,076 | $5,622+239.3% | $6,795+180.7% | $5,306+259.5% |