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 | $48,428 | $57,016-15.1% | $84,966-43.0% | $80,856-40.1% |
| Participation rate | 95.4% | 56.3%+39.1pp | 67.5%+27.9pp | 67.6%+27.8pp |
| Annual return | 7.30% | 21.66%-14.4pp | 66.38%-59.1pp | 35.59%-28.3pp |
| Employer contribution / active EE | $7,296 | $1,798+305.9% | $2,727+167.5% | $2,755+164.8% |
| Participant deferral / active EE | $0 | $3,110-100.0% | $4,519-100.0% | $4,296-100.0% |
| Admin fee / account holder | $3,208 | $4,980-35.6% | $6,149-47.8% | $6,918-53.6% |