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 | $59,868 | $58,927+1.6% | $76,817-22.1% | $72,985-18.0% |
| Participation rate | 94.7% | 67.3%+27.4pp | 72.1%+22.7pp | 69.5%+25.3pp |
| Annual return | 2.73% | 2305.64%-2302.9pp | 1166.11%-1163.4pp | 81.00%-78.3pp |
| Employer contribution / active EE | $1,244 | $1,787-30.4% | $2,302-46.0% | $2,440-49.0% |
| Participant deferral / active EE | $1,896 | $2,690-29.5% | $3,336-43.2% | $3,607-47.4% |
| Admin fee / account holder | $3,883 | $4,013-3.2% | $6,420-39.5% | $5,124-24.2% |