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 | $62,837 | $76,552-17.9% | $123,892-49.3% | $62,891-0.1% |
| Participation rate | 92.9% | 73.0%+19.9pp | 81.4%+11.4pp | 69.3%+23.6pp |
| Annual return | 0.38% | 18.68%-18.3pp | 47.52%-47.1pp | 20.14%-19.8pp |
| Employer contribution / active EE | $3,494 | $2,883+21.2% | $4,617-24.3% | $2,281+53.2% |
| Participant deferral / active EE | $7,119 | $4,840+47.1% | $5,984+19.0% | $3,203+122.3% |
| Admin fee / account holder | $2,533 | $4,826-47.5% | $8,357-69.7% | $4,296-41.0% |