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 | $56,882 | $70,428-19.2% | $96,562-41.1% | $85,850-33.7% |
| Participation rate | 74.2% | 61.8%+12.4pp | 69.8%+4.4pp | 69.3%+4.9pp |
| Annual return | 9.07% | 18.59%-9.5pp | 37.78%-28.7pp | 318.53%-309.5pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,242 | $2,894-22.5% | $3,849-41.7% | $3,952-43.3% |
| Admin fee / account holder | $1,040 | $4,997-79.2% | $6,181-83.2% | $6,260-83.4% |