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 | $39,622 | $49,227-19.5% | $70,449-43.8% | $79,858-50.4% |
| Participation rate | 97.9% | 69.2%+28.7pp | 75.1%+22.9pp | 69.6%+28.3pp |
| Annual return | 5.45% | 30.06%-24.6pp | 109.03%-103.6pp | 31.71%-26.3pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,015 | $2,768-27.2% | $3,709-45.7% | $3,740-46.1% |
| Admin fee / account holder | $371 | $2,878-87.1% | $3,845-90.3% | $5,306-93.0% |