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 | $46,792 | $70,428-33.6% | $96,562-51.5% | $85,850-45.5% |
| Participation rate | 96.3% | 61.8%+34.5pp | 69.8%+26.5pp | 69.3%+27.0pp |
| Annual return | 10.06% | 18.59%-8.5pp | 37.78%-27.7pp | 318.53%-308.5pp |
| Employer contribution / active EE | $1,380 | $1,413-2.3% | $2,356-41.4% | $2,565-46.2% |
| Participant deferral / active EE | $4,151 | $2,894+43.5% | $3,849+7.9% | $3,952+5.1% |
| Admin fee / account holder | $1,197 | $4,997-76.0% | $6,181-80.6% | $6,260-80.9% |