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 9-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 | $59,912 | $54,541+9.8% | $78,778-23.9% | $70,131-14.6% |
| Participation rate | 76.5% | 60.8%+15.7pp | 69.2%+7.3pp | 69.5%+6.9pp |
| Annual return | 10.82% | 21.07%-10.3pp | 35.62%-24.8pp | 73.14%-62.3pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,094 | $2,210+40.0% | $2,958+4.6% | $3,332-7.1% |
| Admin fee / account holder | $7,840 | $3,709+111.4% | $5,134+52.7% | $4,645+68.8% |