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 | $44,322 | $60,349-26.6% | $74,183-40.3% | $62,891-29.5% |
| Participation rate | 75.6% | 72.7%+2.8pp | 76.6%-1.1pp | 69.3%+6.2pp |
| Annual return | 2.49% | 21.37%-18.9pp | 17.74%-15.2pp | 20.14%-17.6pp |
| Employer contribution / active EE | $5,333 | $1,680+217.4% | $2,370+125.0% | $2,281+133.8% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,119 | $4,261-73.7% | $5,586-80.0% | $4,296-73.9% |