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 | $49,672 | $87,013-42.9% | $106,213-53.2% | $80,856-38.6% |
| Participation rate | 73.2% | 70.4%+2.8pp | 75.3%-2.0pp | 67.6%+5.6pp |
| Annual return | 9.68% | 17.05%-7.4pp | 116.14%-106.5pp | 35.59%-25.9pp |
| Employer contribution / active EE | $1,510 | $2,395-36.9% | $3,171-52.4% | $2,755-45.2% |
| Participant deferral / active EE | $3,044 | $3,986-23.6% | $5,016-39.3% | $4,296-29.1% |
| Admin fee / account holder | $17,272 | $8,431+104.9% | $11,033+56.5% | $6,918+149.7% |