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 | $52,939 | $81,248-34.8% | $155,509-66.0% | $80,856-34.5% |
| Participation rate | 70.1% | 66.2%+3.9pp | 78.2%-8.0pp | 67.6%+2.5pp |
| Annual return | 9.95% | 33.31%-23.4pp | 64.67%-54.7pp | 35.59%-25.6pp |
| Employer contribution / active EE | $4,964 | $3,100+60.1% | $4,672+6.2% | $2,755+80.2% |
| Participant deferral / active EE | $0 | $3,452-100.0% | $5,626-100.0% | $4,296-100.0% |
| Admin fee / account holder | $2,141 | $7,997-73.2% | $15,912-86.5% | $6,918-69.0% |