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 | $50,364 | $95,803-47.4% | $113,168-55.5% | $84,808-40.6% |
| Participation rate | 97.8% | 72.9%+25.0pp | 76.6%+21.3pp | 68.3%+29.5pp |
| Annual return | 9.56% | 25.00%-15.4pp | 24.27%-14.7pp | 40.90%-31.3pp |
| Employer contribution / active EE | $1,138 | $2,360-51.8% | $2,975-61.8% | $2,631-56.8% |
| Participant deferral / active EE | $3,793 | $4,242-10.6% | $5,107-25.7% | $4,212-9.9% |
| Admin fee / account holder | $37,414 | $8,989+316.2% | $12,068+210.0% | $7,344+409.5% |