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 9-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 | $57,043 | $71,057-19.7% | $93,654-39.1% | $80,874-29.5% |
| Participation rate | 96.7% | 60.4%+36.3pp | 68.7%+28.0pp | 67.6%+29.1pp |
| Annual return | 8.50% | 11.26%-2.8pp | 133.34%-124.8pp | 35.62%-27.1pp |
| Employer contribution / active EE | $663 | $1,564-57.6% | $2,421-72.6% | $2,756-76.0% |
| Participant deferral / active EE | $7,541 | $4,034+86.9% | $4,413+70.9% | $4,297+75.5% |
| Admin fee / account holder | $25,233 | $6,944+263.4% | $8,282+204.7% | $6,935+263.8% |