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 | $79,374 | $69,977+13.4% | $108,579-26.9% | $62,891+26.2% |
| Participation rate | 96.9% | 72.9%+24.0pp | 79.6%+17.3pp | 69.3%+27.6pp |
| Annual return | 0.11% | 10.73%-10.6pp | -51.70%+51.8pp | 20.14%-20.0pp |
| Employer contribution / active EE | $2,271 | $2,135+6.4% | $3,758-39.6% | $2,281-0.4% |
| Participant deferral / active EE | $4,373 | $3,165+38.2% | $4,311+1.4% | $3,203+36.5% |
| Admin fee / account holder | $34,410 | $5,076+577.8% | $7,645+350.1% | $4,296+701.1% |