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 | $69,497 | $72,277-3.8% | $101,248-31.4% | $79,858-13.0% |
| Participation rate | 97.7% | 68.5%+29.2pp | 75.8%+21.9pp | 69.6%+28.0pp |
| Annual return | -5.21% | 22.30%-27.5pp | 46.47%-51.7pp | 31.71%-36.9pp |
| Employer contribution / active EE | $1,325 | $2,692-50.8% | $3,660-63.8% | $2,471-46.4% |
| Participant deferral / active EE | $3,700 | $3,282+12.7% | $4,370-15.3% | $3,740-1.1% |
| Admin fee / account holder | $1,950 | $4,400-55.7% | $5,945-67.2% | $5,306-63.2% |