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 | $59,436 | $80,673-26.3% | $101,326-41.3% | $84,808-29.9% |
| Participation rate | 97.9% | 77.8%+20.1pp | 81.5%+16.4pp | 68.3%+29.6pp |
| Annual return | 9.24% | 38.95%-29.7pp | 36.82%-27.6pp | 40.90%-31.7pp |
| Employer contribution / active EE | $106 | $2,698-96.1% | $3,665-97.1% | $2,631-96.0% |
| Participant deferral / active EE | $0 | $6,840-100.0% | $7,994-100.0% | $4,212-100.0% |
| Admin fee / account holder | $1,070 | $12,784-91.6% | $11,185-90.4% | $7,344-85.4% |