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 | $48,575 | $72,492-33.0% | $87,100-44.2% | $72,985-33.4% |
| Participation rate | 95.7% | 72.8%+22.9pp | 76.9%+18.9pp | 69.5%+26.3pp |
| Annual return | 6.63% | 24.46%-17.8pp | 28.19%-21.6pp | 81.00%-74.4pp |
| Employer contribution / active EE | $4,255 | $1,894+124.7% | $2,521+68.8% | $2,440+74.4% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,049-100.0% | $3,607-100.0% |
| Admin fee / account holder | $2,838 | $5,055-43.9% | $7,497-62.1% | $5,124-44.6% |