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 | $54,967 | $70,428-22.0% | $96,562-43.1% | $85,850-36.0% |
| Participation rate | 88.9% | 61.8%+27.1pp | 69.8%+19.1pp | 69.3%+19.6pp |
| Annual return | 7.41% | 18.59%-11.2pp | 37.78%-30.4pp | 318.53%-311.1pp |
| Employer contribution / active EE | $1,498 | $1,413+6.0% | $2,356-36.4% | $2,565-41.6% |
| Participant deferral / active EE | $2,918 | $2,894+0.8% | $3,849-24.2% | $3,952-26.2% |
| Admin fee / account holder | $469 | $4,997-90.6% | $6,181-92.4% | $6,260-92.5% |