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 9-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 | $66,426 | $60,022+10.7% | $88,946-25.3% | $84,808-21.7% |
| Participation rate | 94.8% | 57.8%+37.0pp | 68.8%+26.0pp | 68.3%+26.5pp |
| Annual return | 1.53% | 22.43%-20.9pp | 57.82%-56.3pp | 40.90%-39.4pp |
| Employer contribution / active EE | $3,496 | $1,703+105.3% | $2,555+36.8% | $2,631+32.9% |
| Participant deferral / active EE | $0 | $3,114-100.0% | $4,581-100.0% | $4,212-100.0% |
| Admin fee / account holder | $2,140 | $4,811-55.5% | $8,261-74.1% | $7,344-70.9% |