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 | $44,280 | $59,839-26.0% | $81,983-46.0% | $79,858-44.6% |
| Participation rate | 93.4% | 61.6%+31.8pp | 69.2%+24.2pp | 69.6%+23.8pp |
| Annual return | 7.03% | 17.56%-10.5pp | 41.31%-34.3pp | 31.71%-24.7pp |
| Employer contribution / active EE | $1,681 | $1,713-1.9% | $2,498-32.7% | $2,471-32.0% |
| Participant deferral / active EE | $3,340 | $2,695+23.9% | $3,722-10.3% | $3,740-10.7% |
| Admin fee / account holder | $11,233 | $4,287+162.0% | $5,664+98.3% | $5,306+111.7% |