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 | $150,952 | $72,492+108.2% | $87,100+73.3% | $72,985+106.8% |
| Participation rate | 94.1% | 72.8%+21.3pp | 76.9%+17.2pp | 69.5%+24.6pp |
| Annual return | 0.38% | 24.46%-24.1pp | 28.19%-27.8pp | 81.00%-80.6pp |
| Employer contribution / active EE | $2,522 | $1,894+33.1% | $2,5210% | $2,440+3.3% |
| Participant deferral / active EE | $2,612 | $3,270-20.1% | $4,049-35.5% | $3,607-27.6% |
| Admin fee / account holder | $5,733 | $5,055+13.4% | $7,497-23.5% | $5,124+11.9% |