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 | $43,095 | $58,208-26.0% | $81,812-47.3% | $80,856-46.7% |
| Participation rate | 83.3% | 63.4%+19.9pp | 72.3%+11.0pp | 67.6%+15.7pp |
| Annual return | 9.10% | 41.66%-32.6pp | 773.79%-764.7pp | 35.59%-26.5pp |
| Employer contribution / active EE | $1,349 | $2,340-42.4% | $2,912-53.7% | $2,755-51.0% |
| Participant deferral / active EE | $2,903 | $3,281-11.5% | $4,319-32.8% | $4,296-32.4% |
| Admin fee / account holder | $4,489 | $4,981-9.9% | $7,386-39.2% | $6,918-35.1% |