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 | $28,233 | $49,227-42.6% | $70,449-59.9% | $79,858-64.6% |
| Participation rate | 97.2% | 69.2%+28.0pp | 75.1%+22.1pp | 69.6%+27.6pp |
| Annual return | 4.31% | 30.06%-25.8pp | 109.03%-104.7pp | 31.71%-27.4pp |
| Employer contribution / active EE | $2,966 | $2,099+41.3% | $2,737+8.4% | $2,471+20.1% |
| Participant deferral / active EE | $0 | $2,768-100.0% | $3,709-100.0% | $3,740-100.0% |
| Admin fee / account holder | $542 | $2,878-81.2% | $3,845-85.9% | $5,306-89.8% |