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 | $50,826 | $55,706-8.8% | $75,886-33.0% | $72,985-30.4% |
| Participation rate | 96.0% | 61.1%+34.9pp | 69.3%+26.7pp | 69.5%+26.5pp |
| Annual return | -0.27% | 27.59%-27.9pp | 30.76%-31.0pp | 81.00%-81.3pp |
| Employer contribution / active EE | $1,523 | $1,687-9.7% | $2,500-39.1% | $2,440-37.6% |
| Participant deferral / active EE | $3,104 | $2,634+17.8% | $3,603-13.8% | $3,607-14.0% |
| Admin fee / account holder | $943 | $3,978-76.3% | $5,418-82.6% | $5,124-81.6% |