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 4-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 | $63,471 | $81,248-21.9% | $155,509-59.2% | $80,856-21.5% |
| Participation rate | 85.7% | 66.2%+19.5pp | 78.2%+7.5pp | 67.6%+18.1pp |
| Annual return | 8.84% | 33.31%-24.5pp | 64.67%-55.8pp | 35.59%-26.8pp |
| Employer contribution / active EE | $2,108 | $3,100-32.0% | $4,672-54.9% | $2,755-23.5% |
| Participant deferral / active EE | $4,458 | $3,452+29.2% | $5,626-20.8% | $4,296+3.8% |
| Admin fee / account holder | $102,551 | $7,997+1182.3% | $15,912+544.5% | $6,918+1382.4% |