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 | $99,513 | $95,803+3.9% | $113,168-12.1% | $84,808+17.3% |
| Participation rate | 81.4% | 72.9%+8.6pp | 76.6%+4.9pp | 68.3%+13.1pp |
| Annual return | 0.76% | 25.00%-24.2pp | 24.27%-23.5pp | 40.90%-40.1pp |
| Employer contribution / active EE | $5,942 | $2,360+151.8% | $2,975+99.7% | $2,631+125.8% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $5,107-100.0% | $4,212-100.0% |
| Admin fee / account holder | $3,514 | $8,989-60.9% | $12,068-70.9% | $7,344-52.1% |