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 | $52,405 | $100,326-47.8% | $180,183-70.9% | $84,808-38.2% |
| Participation rate | 94.9% | 71.0%+23.9pp | 77.4%+17.5pp | 68.3%+26.6pp |
| Annual return | 10.66% | 17.86%-7.2pp | 27.86%-17.2pp | 40.90%-30.2pp |
| Employer contribution / active EE | $2,659 | $3,269-18.7% | $5,039-47.2% | $2,631+1.1% |
| Participant deferral / active EE | $0 | $5,066-100.0% | $6,822-100.0% | $4,212-100.0% |
| Admin fee / account holder | $2,137 | $9,674-77.9% | $19,975-89.3% | $7,344-70.9% |