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 | $63,365 | $65,365-3.1% | $92,893-31.8% | $72,985-13.2% |
| Participation rate | 77.5% | 68.3%+9.2pp | 76.0%+1.5pp | 69.5%+8.0pp |
| Annual return | 0.65% | 42.10%-41.5pp | 109.41%-108.8pp | 81.00%-80.3pp |
| Employer contribution / active EE | $1,493 | $2,594-42.5% | $3,653-59.1% | $2,440-38.8% |
| Participant deferral / active EE | $2,632 | $3,128-15.9% | $4,236-37.9% | $3,607-27.0% |
| Admin fee / account holder | $829 | $4,251-80.5% | $5,794-85.7% | $5,124-83.8% |