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 | $63,160 | $86,332-26.8% | $125,175-49.5% | $65,185-3.1% |
| Participation rate | 94.7% | 75.3%+19.4pp | 79.8%+15.0pp | 70.2%+24.5pp |
| Annual return | 2.34% | 27.43%-25.1pp | 43.79%-41.5pp | 29.38%-27.0pp |
| Employer contribution / active EE | $4,018 | $2,040+97.0% | $3,865+4.0% | $2,177+84.6% |
| Participant deferral / active EE | $3,757 | $3,537+6.2% | $4,937-23.9% | $3,514+6.9% |
| Admin fee / account holder | $16,454 | $609+2600.9% | $9,702+69.6% | $847+1842.4% |