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 | $62,753 | $138,347-54.6% | $184,203-65.9% | $80,856-22.4% |
| Participation rate | 91.2% | 83.9%+7.3pp | 86.8%+4.4pp | 67.6%+23.5pp |
| Annual return | 1.40% | 20.02%-18.6pp | 28.81%-27.4pp | 35.59%-34.2pp |
| Employer contribution / active EE | $1,765 | $4,850-63.6% | $6,427-72.5% | $2,755-35.9% |
| Participant deferral / active EE | $0 | $7,071-100.0% | $9,131-100.0% | $4,296-100.0% |
| Admin fee / account holder | $2,196 | $10,483-79.1% | $13,901-84.2% | $6,918-68.3% |