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 | $55,373 | $58,828-5.9% | $77,999-29.0% | $62,891-12.0% |
| Participation rate | 94.3% | 71.1%+23.2pp | 75.5%+18.8pp | 69.3%+25.0pp |
| Annual return | -0.81% | 17.16%-18.0pp | 425.96%-426.8pp | 20.14%-20.9pp |
| Employer contribution / active EE | $1,483 | $1,672-11.3% | $2,470-40.0% | $2,281-35.0% |
| Participant deferral / active EE | $1,980 | $2,686-26.3% | $3,497-43.4% | $3,203-38.2% |
| Admin fee / account holder | $4,482 | $4,393+2.0% | $5,480-18.2% | $4,296+4.3% |