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 | $54,566 | $45,073+21.1% | $69,455-21.4% | $72,985-25.2% |
| Participation rate | 97.6% | 68.5%+29.1pp | 74.6%+23.0pp | 69.5%+28.1pp |
| Annual return | 2.77% | 22.65%-19.9pp | 28.97%-26.2pp | 81.00%-78.2pp |
| Employer contribution / active EE | $2,195 | $2,054+6.9% | $2,779-21.0% | $2,440-10.0% |
| Participant deferral / active EE | $3,582 | $2,602+37.7% | $3,535+1.3% | $3,607-0.7% |
| Admin fee / account holder | $2,708 | $3,056-11.4% | $3,839-29.5% | $5,124-47.2% |