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 | $49,676 | $49,922-0.5% | $80,569-38.3% | $75,163-33.9% |
| Participation rate | 97.3% | 55.3%+42.0pp | 67.0%+30.3pp | 67.2%+30.1pp |
| Annual return | 10.26% | 34.69%-24.4pp | 935.43%-925.2pp | 160.62%-150.4pp |
| Employer contribution / active EE | $2,329 | $1,698+37.2% | $2,723-14.5% | $2,670-12.8% |
| Participant deferral / active EE | $0 | $2,990-100.0% | $4,447-100.0% | $4,125-100.0% |
| Admin fee / account holder | $9,074 | $3,577+153.7% | $5,377+68.8% | $5,651+60.6% |