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 | $95,453-44.4% | $112,040-52.6% | $82,448-35.6% |
| Participation rate | 92.9% | 72.8%+20.1pp | 76.5%+16.4pp | 68.1%+24.8pp |
| Annual return | 10.53% | 23.92%-13.4pp | 24.52%-14.0pp | 41.64%-31.1pp |
| Employer contribution / active EE | $8,319 | $2,318+258.9% | $2,954+181.6% | $2,551+226.1% |
| Participant deferral / active EE | $2,036 | $4,224-51.8% | $5,098-60.1% | $4,139-50.8% |
| Admin fee / account holder | $1,342 | $9,013-85.1% | $12,098-88.9% | $7,234-81.5% |