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 | $34,689 | $124,425-72.1% | $112,040-69.0% | $137,256-74.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 0.23% | 24.72%-24.5pp | 24.52%-24.3pp | 220.34%-220.1pp |
| Employer contribution / active EE | $3,492 | $3,411+2.4% | $2,954+18.2% | $4,156-16.0% |
| Participant deferral / active EE | $1,905 | $5,718-66.7% | $5,098-62.6% | $6,407-70.3% |
| Admin fee / account holder | $945 | $15,207-93.8% | $12,098-92.2% | $12,270-92.3% |