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 | $68,386 | $45,073+51.7% | $69,455-1.5% | $72,985-6.3% |
| Participation rate | 96.7% | 68.5%+28.2pp | 74.6%+22.1pp | 69.5%+27.2pp |
| Annual return | 4.26% | 22.65%-18.4pp | 28.97%-24.7pp | 81.00%-76.7pp |
| Employer contribution / active EE | $385 | $2,054-81.3% | $2,779-86.2% | $2,440-84.2% |
| Participant deferral / active EE | $2,163 | $2,602-16.9% | $3,535-38.8% | $3,607-40.0% |
| Admin fee / account holder | $15,143 | $3,056+395.6% | $3,839+294.4% | $5,124+195.5% |