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 | $49,961 | $83,477-40.1% | $125,175-60.1% | $72,985-31.5% |
| Participation rate | 89.3% | 73.3%+16.0pp | 79.8%+9.5pp | 69.5%+19.8pp |
| Annual return | 14.55% | 25.78%-11.2pp | 43.79%-29.2pp | 81.00%-66.5pp |
| Employer contribution / active EE | $3,000 | $2,345+27.9% | $3,865-22.4% | $2,440+23.0% |
| Participant deferral / active EE | $0 | $3,585-100.0% | $4,937-100.0% | $3,607-100.0% |
| Admin fee / account holder | $2,009 | $5,517-63.6% | $9,702-79.3% | $5,124-60.8% |