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 9-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 | $57,666 | $52,580+9.7% | $71,671-19.5% | $70,131-17.8% |
| Participation rate | 82.4% | 60.9%+21.5pp | 68.7%+13.6pp | 69.5%+12.8pp |
| Annual return | 6.04% | 20.25%-14.2pp | 20.65%-14.6pp | 73.14%-67.1pp |
| Employer contribution / active EE | $3,196 | $1,616+97.8% | $2,460+29.9% | $2,342+36.5% |
| Participant deferral / active EE | $6,307 | $2,386+164.3% | $3,438+83.5% | $3,332+89.3% |
| Admin fee / account holder | $903 | $3,653-75.3% | $5,558-83.8% | $4,645-80.6% |