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 | $65,473 | $68,547-4.5% | $120,354-45.6% | $80,856-19.0% |
| Participation rate | 84.4% | 61.6%+22.8pp | 71.9%+12.5pp | 67.6%+16.7pp |
| Annual return | 2.53% | 23.60%-21.1pp | 107.15%-104.6pp | 35.59%-33.1pp |
| Employer contribution / active EE | $4,032 | $2,051+96.6% | $3,463+16.4% | $2,755+46.4% |
| Participant deferral / active EE | $2,657 | $3,173-16.3% | $4,991-46.8% | $4,296-38.2% |
| Admin fee / account holder | $956 | $5,732-83.3% | $9,423-89.9% | $6,918-86.2% |