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 4-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 | $53,058 | $95,803-44.6% | $113,168-53.1% | $84,808-37.4% |
| Participation rate | 92.9% | 72.9%+20.0pp | 76.6%+16.3pp | 68.3%+24.5pp |
| Annual return | 10.53% | 25.00%-14.5pp | 24.27%-13.7pp | 40.90%-30.4pp |
| Employer contribution / active EE | $8,319 | $2,360+252.5% | $2,975+179.6% | $2,631+216.2% |
| Participant deferral / active EE | $2,036 | $4,242-52.0% | $5,107-60.1% | $4,212-51.7% |
| Admin fee / account holder | $1,342 | $8,989-85.1% | $12,068-88.9% | $7,344-81.7% |