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 | $40,597 | $80,717-49.7% | $154,803-73.8% | $84,808-52.1% |
| Participation rate | 80.0% | 66.8%+13.2pp | 78.1%+1.9pp | 68.3%+11.7pp |
| Annual return | 11.98% | 37.96%-26.0pp | 58.88%-46.9pp | 40.90%-28.9pp |
| Employer contribution / active EE | $1,483 | $2,761-46.3% | $4,305-65.6% | $2,631-43.6% |
| Participant deferral / active EE | $5,049 | $3,303+52.8% | $5,540-8.9% | $4,212+19.9% |
| Admin fee / account holder | $19,821 | $6,746+193.8% | $14,329+38.3% | $7,344+169.9% |