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 | $60,571 | $56,897+6.5% | $84,750-28.5% | $62,891-3.7% |
| Participation rate | 98.6% | 68.5%+30.1pp | 76.6%+22.1pp | 69.3%+29.3pp |
| Annual return | 1.17% | 6.30%-5.1pp | 22.78%-21.6pp | 20.14%-19.0pp |
| Employer contribution / active EE | $4,150 | $2,400+72.9% | $3,574+16.1% | $2,281+82.0% |
| Participant deferral / active EE | $2,277 | $2,709-16.0% | $3,712-38.7% | $3,203-28.9% |
| Admin fee / account holder | $762 | $3,581-78.7% | $5,332-85.7% | $4,296-82.3% |