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 | $56,608 | $72,277-21.7% | $101,248-44.1% | $79,858-29.1% |
| Participation rate | 97.5% | 68.5%+29.0pp | 75.8%+21.7pp | 69.6%+27.9pp |
| Annual return | 6.37% | 22.30%-15.9pp | 46.47%-40.1pp | 31.71%-25.3pp |
| Employer contribution / active EE | $4,003 | $2,692+48.7% | $3,660+9.4% | $2,471+62.0% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,863 | $4,400-57.7% | $5,945-68.7% | $5,306-64.9% |