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 | $42,159 | $109,359-61.4% | $162,163-74.0% | $72,985-42.2% |
| Participation rate | 97.1% | 84.3%+12.9pp | 87.6%+9.6pp | 69.5%+27.7pp |
| Annual return | 7.40% | 25.46%-18.1pp | 115.59%-108.2pp | 81.00%-73.6pp |
| Employer contribution / active EE | $2,428 | $3,907-37.9% | $5,614-56.7% | $2,440-0.5% |
| Participant deferral / active EE | $0 | $5,481-100.0% | $7,298-100.0% | $3,607-100.0% |
| Admin fee / account holder | $2,323 | $7,972-70.9% | $10,843-78.6% | $5,124-54.7% |