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 | $45,295 | $58,828-23.0% | $77,999-41.9% | $62,891-28.0% |
| Participation rate | 97.3% | 71.1%+26.2pp | 75.5%+21.8pp | 69.3%+28.0pp |
| Annual return | 3.61% | 17.16%-13.5pp | 425.96%-422.4pp | 20.14%-16.5pp |
| Employer contribution / active EE | $2,396 | $1,672+43.3% | $2,470-3.0% | $2,281+5.1% |
| Participant deferral / active EE | $3,578 | $2,686+33.2% | $3,497+2.3% | $3,203+11.7% |
| Admin fee / account holder | $2,209 | $4,393-49.7% | $5,480-59.7% | $4,296-48.6% |