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 | $40,019 | $46,553-14.0% | $64,056-37.5% | $75,163-46.8% |
| Participation rate | 96.3% | 65.9%+30.4pp | 72.3%+24.0pp | 67.2%+29.1pp |
| Annual return | 7.92% | 26.03%-18.1pp | 33.69%-25.8pp | 160.62%-152.7pp |
| Employer contribution / active EE | $3,604 | $1,974+82.6% | $2,747+31.2% | $2,670+35.0% |
| Participant deferral / active EE | $2,471 | $2,837-12.9% | $3,880-36.3% | $4,125-40.1% |
| Admin fee / account holder | $2,849 | $2,952-3.5% | $3,068-7.1% | $5,651-49.6% |