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 | $54,971 | $91,019-39.6% | $392,568-86.0% | $72,985-24.7% |
| Participation rate | 96.8% | 74.4%+22.5pp | 78.1%+18.8pp | 69.5%+27.3pp |
| Annual return | 3.31% | 20.00%-16.7pp | 24.42%-21.1pp | 81.00%-77.7pp |
| Employer contribution / active EE | $1,119 | $2,751-59.3% | $3,783-70.4% | $2,440-54.1% |
| Participant deferral / active EE | $0 | $4,570-100.0% | $5,985-100.0% | $3,607-100.0% |
| Admin fee / account holder | $2,840 | $4,895-42.0% | $6,260-54.6% | $5,124-44.6% |