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 | $47,347 | $48,076-1.5% | $78,689-39.8% | $62,891-24.7% |
| Participation rate | 93.3% | 65.2%+28.1pp | 73.6%+19.8pp | 69.3%+24.0pp |
| Annual return | -1.96% | 31.35%-33.3pp | 62.18%-64.1pp | 20.14%-22.1pp |
| Employer contribution / active EE | $2,085 | $2,015+3.5% | $2,851-26.9% | $2,281-8.6% |
| Participant deferral / active EE | $2,771 | $2,588+7.1% | $3,517-21.2% | $3,203-13.5% |
| Admin fee / account holder | $6,353 | $3,207+98.1% | $4,510+40.8% | $4,296+47.9% |