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 | $41,415 | $80,717-48.7% | $154,803-73.2% | $84,808-51.2% |
| Participation rate | 74.4% | 66.8%+7.5pp | 78.1%-3.7pp | 68.3%+6.0pp |
| Annual return | 5.48% | 37.96%-32.5pp | 58.88%-53.4pp | 40.90%-35.4pp |
| Employer contribution / active EE | $2,019 | $2,761-26.9% | $4,305-53.1% | $2,631-23.3% |
| Participant deferral / active EE | $0 | $3,303-100.0% | $5,540-100.0% | $4,212-100.0% |
| Admin fee / account holder | $6,919 | $6,746+2.6% | $14,329-51.7% | $7,344-5.8% |