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 | $93,313 | $51,708+80.5% | $106,619-12.5% | $62,891+48.4% |
| Participation rate | 96.0% | 66.9%+29.1pp | 78.0%+18.0pp | 69.3%+26.7pp |
| Annual return | -0.23% | 4.69%-4.9pp | 9.42%-9.7pp | 20.14%-20.4pp |
| Employer contribution / active EE | $2,200 | $1,764+24.7% | $3,947-44.3% | $2,281-3.5% |
| Participant deferral / active EE | $0 | $2,315-100.0% | $3,930-100.0% | $3,203-100.0% |
| Admin fee / account holder | $6,303 | $3,349+88.2% | $6,418-1.8% | $4,296+46.7% |