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 | $59,053 | $77,634-23.9% | $156,549-62.3% | $62,891-6.1% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 1.64% | 50.32%-48.7pp | 32.23%-30.6pp | 20.14%-18.5pp |
| Employer contribution / active EE | $3,852 | $3,444+11.9% | $5,501-30.0% | $2,281+68.9% |
| Participant deferral / active EE | $2,489 | $3,045-18.3% | $4,871-48.9% | $3,203-22.3% |
| Admin fee / account holder | $7,991 | $5,561+43.7% | $13,027-38.7% | $4,296+86.0% |