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 | $85,462 | $78,422+9.0% | $95,952-10.9% | $79,858+7.0% |
| Participation rate | 90.0% | 73.5%+16.5pp | 77.1%+12.9pp | 69.6%+20.4pp |
| Annual return | 0.23% | 19.37%-19.1pp | 91.61%-91.4pp | 31.71%-31.5pp |
| Employer contribution / active EE | $1,939 | $1,945-0.3% | $2,541-23.7% | $2,471-21.5% |
| Participant deferral / active EE | $4,476 | $3,440+30.1% | $4,167+7.4% | $3,740+19.7% |
| Admin fee / account holder | $1,757 | $5,622-68.7% | $6,795-74.1% | $5,306-66.9% |