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 5-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 | $51,113 | $95,803-46.6% | $113,168-54.8% | $84,808-39.7% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 11.34% | 25.00%-13.7pp | 24.27%-12.9pp | 40.90%-29.6pp |
| Employer contribution / active EE | $1,872 | $2,360-20.7% | $2,975-37.1% | $2,631-28.9% |
| Participant deferral / active EE | $2,018 | $4,242-52.4% | $5,107-60.5% | $4,212-52.1% |
| Admin fee / account holder | $2,940 | $8,989-67.3% | $12,068-75.6% | $7,344-60.0% |