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 | $40,796 | $76,552-46.7% | $123,892-67.1% | $62,891-35.1% |
| Participation rate | 91.8% | 73.0%+18.9pp | 81.4%+10.4pp | 69.3%+22.5pp |
| Annual return | -0.57% | 18.68%-19.2pp | 47.52%-48.1pp | 20.14%-20.7pp |
| Employer contribution / active EE | $3,827 | $2,883+32.8% | $4,617-17.1% | $2,281+67.8% |
| Participant deferral / active EE | $2,602 | $4,840-46.2% | $5,984-56.5% | $3,203-18.8% |
| Admin fee / account holder | $1,730 | $4,826-64.2% | $8,357-79.3% | $4,296-59.7% |