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 | $54,877 | $72,492-24.3% | $87,100-37.0% | $72,985-24.8% |
| Participation rate | 71.4% | 72.8%-1.4pp | 76.9%-5.4pp | 69.5%+1.9pp |
| Annual return | 14.23% | 24.46%-10.2pp | 28.19%-14.0pp | 81.00%-66.8pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,709 | $3,270-17.1% | $4,049-33.1% | $3,607-24.9% |
| Admin fee / account holder | $18,117 | $5,055+258.4% | $7,497+141.7% | $5,124+253.5% |