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 | $54,734 | $72,492-24.5% | $87,100-37.2% | $72,985-25.0% |
| Participation rate | 96.8% | 72.8%+24.0pp | 76.9%+19.9pp | 69.5%+27.3pp |
| Annual return | -0.25% | 24.46%-24.7pp | 28.19%-28.4pp | 81.00%-81.3pp |
| Employer contribution / active EE | $2,575 | $1,894+36.0% | $2,521+2.1% | $2,440+5.6% |
| Participant deferral / active EE | $4,697 | $3,270+43.7% | $4,049+16.0% | $3,607+30.2% |
| Admin fee / account holder | $1,512 | $5,055-70.1% | $7,497-79.8% | $5,124-70.5% |