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 | $132,383 | $80,968+63.5% | $96,544+37.1% | $75,163+76.1% |
| Participation rate | 88.9% | 71.8%+17.1pp | 76.0%+12.9pp | 67.2%+21.7pp |
| Annual return | 1.05% | 27.06%-26.0pp | 25.84%-24.8pp | 160.62%-159.6pp |
| Employer contribution / active EE | $3,310 | $2,282+45.1% | $2,965+11.6% | $2,670+24.0% |
| Participant deferral / active EE | $3,163 | $3,928-19.5% | $4,851-34.8% | $4,125-23.3% |
| Admin fee / account holder | $2,303 | $6,724-65.8% | $8,252-72.1% | $5,651-59.3% |