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 | $68,844 | $63,764+8.0% | $81,930-16.0% | $79,858-13.8% |
| Participation rate | 82.8% | 67.5%+15.3pp | 72.0%+10.8pp | 69.6%+13.1pp |
| Annual return | 2.88% | 22.66%-19.8pp | 29.49%-26.6pp | 31.71%-28.8pp |
| Employer contribution / active EE | $5,172 | $1,795+188.1% | $4,310+20.0% | $2,471+109.3% |
| Participant deferral / active EE | $0 | $2,780-100.0% | $7,107-100.0% | $3,740-100.0% |
| Admin fee / account holder | $8,995 | $4,426+103.2% | $5,158+74.4% | $5,306+69.5% |