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 | $70,662 | $71,050-0.5% | $93,606-24.5% | $80,856-12.6% |
| Participation rate | 97.9% | 60.4%+37.5pp | 68.7%+29.2pp | 67.6%+30.3pp |
| Annual return | 2.78% | 11.26%-8.5pp | 133.20%-130.4pp | 35.59%-32.8pp |
| Employer contribution / active EE | $2,564 | $1,564+64.0% | $2,420+5.9% | $2,755-6.9% |
| Participant deferral / active EE | $0 | $4,034-100.0% | $4,411-100.0% | $4,296-100.0% |
| Admin fee / account holder | $10,330 | $6,945+48.7% | $8,285+24.7% | $6,918+49.3% |