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 | $53,990 | $65,365-17.4% | $92,893-41.9% | $72,985-26.0% |
| Participation rate | 90.2% | 68.3%+21.9pp | 76.0%+14.2pp | 69.5%+20.7pp |
| Annual return | 15.08% | 42.10%-27.0pp | 109.41%-94.3pp | 81.00%-65.9pp |
| Employer contribution / active EE | $3,641 | $2,594+40.4% | $3,653-0.3% | $2,440+49.2% |
| Participant deferral / active EE | $1,337 | $3,128-57.3% | $4,236-68.4% | $3,607-62.9% |
| Admin fee / account holder | $7,627 | $4,251+79.4% | $5,794+31.6% | $5,124+48.8% |