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 | $60,517 | $65,041-7.0% | $90,951-33.5% | $79,858-24.2% |
| Participation rate | 92.6% | 61.6%+31.0pp | 69.0%+23.6pp | 69.6%+23.0pp |
| Annual return | 8.55% | 30.45%-21.9pp | 134.60%-126.1pp | 31.71%-23.2pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,564 | $2,512+121.5% | $3,373+65.0% | $3,740+48.8% |
| Admin fee / account holder | $35,070 | $4,536+673.1% | $5,959+488.6% | $5,306+560.9% |