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 | $49,379 | $50,958-3.1% | $74,550-33.8% | $64,186-23.1% |
| Participation rate | 97.2% | 61.1%+36.2pp | 69.1%+28.1pp | 69.6%+27.7pp |
| Annual return | -8.08% | -1.86%-6.2pp | 32.53%-40.6pp | 7.63%-15.7pp |
| Employer contribution / active EE | $2,638 | $1,115+136.5% | $1,961+34.5% | $2,381+10.8% |
| Participant deferral / active EE | $4,082 | $2,301+77.4% | $3,108+31.3% | $3,470+17.7% |
| Admin fee / account holder | $557 | $4,223-86.8% | $5,060-89.0% | $4,888-88.6% |