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 | $61,182 | $65,365-6.4% | $92,893-34.1% | $72,985-16.2% |
| Participation rate | 98.3% | 68.3%+30.0pp | 76.0%+22.3pp | 69.5%+28.8pp |
| Annual return | 4.77% | 42.10%-37.3pp | 109.41%-104.6pp | 81.00%-76.2pp |
| Employer contribution / active EE | $1,581 | $2,594-39.1% | $3,653-56.7% | $2,440-35.2% |
| Participant deferral / active EE | $2,621 | $3,128-16.2% | $4,236-38.1% | $3,607-27.3% |
| Admin fee / account holder | $1,255 | $4,251-70.5% | $5,794-78.3% | $5,124-75.5% |