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 | $49,694 | $51,175-2.9% | $70,515-29.5% | $75,163-33.9% |
| Participation rate | 98.2% | 60.9%+37.3pp | 68.3%+29.9pp | 67.2%+31.1pp |
| Annual return | 3.21% | 30.02%-26.8pp | 32.77%-29.6pp | 160.62%-157.4pp |
| Employer contribution / active EE | $2,410 | $1,826+32.0% | $2,973-19.0% | $2,670-9.7% |
| Participant deferral / active EE | $2,583 | $2,849-9.3% | $4,567-43.4% | $4,125-37.4% |
| Admin fee / account holder | $1,838 | $4,091-55.1% | $6,412-71.3% | $5,651-67.5% |