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 | $56,091 | $58,851-4.7% | $115,157-51.3% | $72,985-23.1% |
| Participation rate | 96.9% | 65.5%+31.3pp | 75.9%+21.0pp | 69.5%+27.4pp |
| Annual return | 1.98% | 23.16%-21.2pp | 35.60%-33.6pp | 81.00%-79.0pp |
| Employer contribution / active EE | $2,737 | $1,798+52.2% | $3,179-13.9% | $2,440+12.2% |
| Participant deferral / active EE | $0 | $2,643-100.0% | $4,168-100.0% | $3,607-100.0% |
| Admin fee / account holder | $7,264 | $6,370+14.0% | $7,088+2.5% | $5,124+41.8% |