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 | $59,050 | $65,365-9.7% | $92,893-36.4% | $72,985-19.1% |
| Participation rate | 84.4% | 68.3%+16.1pp | 76.0%+8.4pp | 69.5%+15.0pp |
| Annual return | 4.21% | 42.10%-37.9pp | 109.41%-105.2pp | 81.00%-76.8pp |
| Employer contribution / active EE | $1,450 | $2,594-44.1% | $3,653-60.3% | $2,440-40.6% |
| Participant deferral / active EE | $2,708 | $3,128-13.4% | $4,236-36.1% | $3,607-24.9% |
| Admin fee / account holder | $13,659 | $4,251+221.3% | $5,794+135.8% | $5,124+166.6% |