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 9-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 | $62,663 | $76,552-18.1% | $123,892-49.4% | $62,891-0.4% |
| Participation rate | 84.9% | 73.0%+11.9pp | 81.4%+3.5pp | 69.3%+15.6pp |
| Annual return | -1.00% | 18.68%-19.7pp | 47.52%-48.5pp | 20.14%-21.1pp |
| Employer contribution / active EE | $1,410 | $2,883-51.1% | $4,617-69.5% | $2,281-38.2% |
| Participant deferral / active EE | $5,458 | $4,840+12.8% | $5,984-8.8% | $3,203+70.4% |
| Admin fee / account holder | $5,595 | $4,826+15.9% | $8,357-33.0% | $4,296+30.3% |