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 | $69,495 | $62,586+11.0% | $76,768-9.5% | $64,186+8.3% |
| Participation rate | 97.3% | 72.8%+24.5pp | 77.0%+20.3pp | 69.6%+27.7pp |
| Annual return | -7.79% | -1.95%-5.8pp | 2.43%-10.2pp | 7.63%-15.4pp |
| Employer contribution / active EE | $917 | $1,832-49.9% | $2,485-63.1% | $2,381-61.5% |
| Participant deferral / active EE | $4,162 | $3,145+32.3% | $3,852+8.1% | $3,470+19.9% |
| Admin fee / account holder | $2,572 | $4,667-44.9% | $6,675-61.5% | $4,888-47.4% |