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 | $60,408 | $127,777-52.7% | $106,548-43.3% | $167,490-63.9% |
| Participation rate | 94.1% | 78.3%+15.8pp | 76.1%+18.0pp | 82.1%+12.0pp |
| Annual return | 4.68% | 33.87%-29.2pp | 26.80%-22.1pp | 478.56%-473.9pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $2,819-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $2,437 | $5,087-52.1% | $4,398-44.6% | $6,341-61.6% |
| Admin fee / account holder | $650 | $11,228-94.2% | $7,407-91.2% | $12,309-94.7% |