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 | $53,859 | $127,065-57.6% | $113,168-52.4% | $142,382-62.2% |
| Participation rate | 92.9% | 79.2%+13.7pp | 76.6%+16.3pp | 80.1%+12.7pp |
| Annual return | 5.50% | 24.03%-18.5pp | 24.27%-18.8pp | 217.08%-211.6pp |
| Employer contribution / active EE | $3,325 | $3,442-3.4% | $2,975+11.8% | $4,299-22.7% |
| Participant deferral / active EE | $5,171 | $5,716-9.5% | $5,107+1.3% | $6,507-20.5% |
| Admin fee / account holder | $87,782 | $15,736+457.8% | $12,068+627.4% | $12,624+595.4% |