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 | $99,952 | $88,707+12.7% | $74,183+34.7% | $273,961-63.5% |
| Participation rate | 94.7% | 79.4%+15.3pp | 76.6%+18.1pp | 83.0%+11.7pp |
| Annual return | -1.79% | 11.94%-13.7pp | 17.74%-19.5pp | 41.45%-43.2pp |
| Employer contribution / active EE | $3,427 | $3,159+8.5% | $2,370+44.6% | $4,869-29.6% |
| Participant deferral / active EE | $4,427 | $4,212+5.1% | $3,550+24.7% | $5,287-16.3% |
| Admin fee / account holder | $35,067 | $8,717+302.3% | $5,586+527.8% | $10,132+246.1% |