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 3-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 | $47,450 | $58,828-19.3% | $77,999-39.2% | $62,891-24.6% |
| Participation rate | 92.6% | 71.1%+21.5pp | 75.5%+17.1pp | 69.3%+23.3pp |
| Annual return | 4.55% | 17.16%-12.6pp | 425.96%-421.4pp | 20.14%-15.6pp |
| Employer contribution / active EE | $3,601 | $1,672+115.4% | $2,470+45.8% | $2,281+57.9% |
| Participant deferral / active EE | $0 | $2,686-100.0% | $3,497-100.0% | $3,203-100.0% |
| Admin fee / account holder | $6,721 | $4,393+53.0% | $5,480+22.6% | $4,296+56.5% |