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 | $38,346 | $72,277-46.9% | $101,248-62.1% | $79,858-52.0% |
| Participation rate | 96.4% | 68.5%+28.0pp | 75.8%+20.6pp | 69.6%+26.8pp |
| Annual return | 9.32% | 22.30%-13.0pp | 46.47%-37.2pp | 31.71%-22.4pp |
| Employer contribution / active EE | $4,444 | $2,692+65.1% | $3,660+21.4% | $2,471+79.9% |
| Participant deferral / active EE | $4,967 | $3,282+51.4% | $4,370+13.7% | $3,740+32.8% |
| Admin fee / account holder | $359 | $4,400-91.9% | $5,945-94.0% | $5,306-93.2% |