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 | $63,511 | $65,365-2.8% | $92,893-31.6% | $72,985-13.0% |
| Participation rate | 97.1% | 68.3%+28.7pp | 76.0%+21.1pp | 69.5%+27.6pp |
| Annual return | -0.02% | 42.10%-42.1pp | 109.41%-109.4pp | 81.00%-81.0pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,114 | $3,128+31.5% | $4,236-2.9% | $3,607+14.0% |
| Admin fee / account holder | $2,795 | $4,251-34.3% | $5,794-51.8% | $5,124-45.5% |