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 | $51,697 | $69,977-26.1% | $108,579-52.4% | $62,891-17.8% |
| Participation rate | 78.1% | 72.9%+5.2pp | 79.6%-1.4pp | 69.3%+8.8pp |
| Annual return | 4.66% | 10.73%-6.1pp | -51.70%+56.4pp | 20.14%-15.5pp |
| Employer contribution / active EE | $2,414 | $2,135+13.0% | $3,758-35.8% | $2,281+5.8% |
| Participant deferral / active EE | $5,764 | $3,165+82.1% | $4,311+33.7% | $3,203+80.0% |
| Admin fee / account holder | $4,139 | $5,076-18.5% | $7,645-45.9% | $4,296-3.6% |