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 | $53,938 | $72,492-25.6% | $87,100-38.1% | $72,985-26.1% |
| Participation rate | 91.4% | 72.8%+18.6pp | 76.9%+14.6pp | 69.5%+21.9pp |
| Annual return | 4.45% | 24.46%-20.0pp | 28.19%-23.7pp | 81.00%-76.5pp |
| Employer contribution / active EE | $7,644 | $1,894+303.6% | $2,521+203.2% | $2,440+213.3% |
| Participant deferral / active EE | $2,989 | $3,270-8.6% | $4,049-26.2% | $3,607-17.2% |
| Admin fee / account holder | $3,847 | $5,055-23.9% | $7,497-48.7% | $5,124-24.9% |