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 | $61,479 | $73,981-16.9% | $105,722-41.8% | $62,891-2.2% |
| Participation rate | 93.9% | 71.7%+22.2pp | 78.9%+15.0pp | 69.3%+24.6pp |
| Annual return | 0.89% | 17.60%-16.7pp | 12.25%-11.4pp | 20.14%-19.2pp |
| Employer contribution / active EE | $1,980 | $2,856-30.7% | $4,079-51.5% | $2,281-13.2% |
| Participant deferral / active EE | $4,691 | $4,038+16.1% | $5,326-11.9% | $3,203+46.4% |
| Admin fee / account holder | $42,972 | $5,976+619.0% | $8,308+417.2% | $4,296+900.4% |