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 | $58,896 | $57,016+3.3% | $84,966-30.7% | $80,856-27.2% |
| Participation rate | 97.1% | 56.3%+40.7pp | 67.5%+29.6pp | 67.6%+29.4pp |
| Annual return | 7.66% | 21.66%-14.0pp | 66.38%-58.7pp | 35.59%-27.9pp |
| Employer contribution / active EE | $3,049 | $1,798+69.6% | $2,727+11.8% | $2,755+10.7% |
| Participant deferral / active EE | $0 | $3,110-100.0% | $4,519-100.0% | $4,296-100.0% |
| Admin fee / account holder | $5,154 | $4,980+3.5% | $6,149-16.2% | $6,918-25.5% |