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 3-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 | $53,835 | $102,317-47.4% | $146,958-63.4% | $80,856-33.4% |
| Participation rate | 84.8% | 75.8%+9.0pp | 82.2%+2.7pp | 67.6%+17.2pp |
| Annual return | 11.40% | 134.76%-123.4pp | 418.34%-406.9pp | 35.59%-24.2pp |
| Employer contribution / active EE | $1,906 | $3,713-48.7% | $4,933-61.4% | $2,755-30.8% |
| Participant deferral / active EE | $7,884 | $6,644+18.7% | $8,070-2.3% | $4,296+83.5% |
| Admin fee / account holder | $670 | $7,941-91.6% | $12,998-94.8% | $6,918-90.3% |