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 | $57,201 | $67,411-15.1% | $91,001-37.1% | $70,131-18.4% |
| Participation rate | 98.3% | 71.4%+27.0pp | 75.6%+22.7pp | 69.5%+28.8pp |
| Annual return | 12.16% | -40.16%+52.3pp | 4.60%+7.6pp | 73.14%-61.0pp |
| Employer contribution / active EE | $769 | $1,786-57.0% | $2,456-68.7% | $2,342-67.2% |
| Participant deferral / active EE | $2,765 | $2,823-2.1% | $3,547-22.1% | $3,332-17.0% |
| Admin fee / account holder | $7,534 | $4,236+77.9% | $5,417+39.1% | $4,645+62.2% |