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 4-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 | $59,200 | $73,933-19.9% | $96,683-38.8% | $75,163-21.2% |
| Participation rate | 93.0% | 66.4%+26.5pp | 74.3%+18.6pp | 67.2%+25.8pp |
| Annual return | 7.77% | 26.70%-18.9pp | 35.69%-27.9pp | 160.62%-152.9pp |
| Employer contribution / active EE | $0 | $2,928-100.0% | $3,737-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,878-100.0% | $4,125-100.0% |
| Admin fee / account holder | $1,941 | $5,216-62.8% | $6,730-71.2% | $5,651-65.7% |