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 5-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 | $27,441 | $68,719-60.1% | $91,541-70.0% | $84,808-67.6% |
| Participation rate | 97.4% | 64.5%+32.9pp | 69.8%+27.6pp | 68.3%+29.1pp |
| Annual return | 12.32% | 19.12%-6.8pp | 20.50%-8.2pp | 40.90%-28.6pp |
| Employer contribution / active EE | $1,188 | $1,920-38.1% | $2,505-52.6% | $2,631-54.8% |
| Participant deferral / active EE | $2,069 | $3,136-34.0% | $4,008-48.4% | $4,212-50.9% |
| Admin fee / account holder | $1,175 | $5,786-79.7% | $6,956-83.1% | $7,344-84.0% |