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 | $55,393 | $54,762+1.2% | $90,281-38.6% | $72,985-24.1% |
| Participation rate | 94.3% | 65.1%+29.1pp | 73.3%+21.0pp | 69.5%+24.8pp |
| Annual return | -0.23% | 30.63%-30.9pp | 78.10%-78.3pp | 81.00%-81.2pp |
| Employer contribution / active EE | $3,566 | $2,092+70.4% | $2,854+24.9% | $2,440+46.1% |
| Participant deferral / active EE | $3,359 | $2,887+16.4% | $3,885-13.5% | $3,607-6.9% |
| Admin fee / account holder | $994 | $3,972-75.0% | $5,351-81.4% | $5,124-80.6% |