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 | $67,023 | $98,750-32.1% | $149,696-55.2% | $79,858-16.1% |
| Participation rate | 97.2% | 75.8%+21.4pp | 82.5%+14.7pp | 69.6%+27.6pp |
| Annual return | -0.46% | 27.43%-27.9pp | 276.60%-277.1pp | 31.71%-32.2pp |
| Employer contribution / active EE | $3,889 | $3,216+20.9% | $4,644-16.3% | $2,471+57.4% |
| Participant deferral / active EE | $3,534 | $5,680-37.8% | $6,842-48.3% | $3,740-5.5% |
| Admin fee / account holder | $2,953 | $6,053-51.2% | $9,309-68.3% | $5,306-44.3% |