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 | $66,947 | $69,977-4.3% | $108,579-38.3% | $62,891+6.4% |
| Participation rate | 90.6% | 72.9%+17.7pp | 79.6%+11.1pp | 69.3%+21.3pp |
| Annual return | 4.00% | 10.73%-6.7pp | -51.70%+55.7pp | 20.14%-16.1pp |
| Employer contribution / active EE | $2,929 | $2,135+37.2% | $3,758-22.1% | $2,281+28.4% |
| Participant deferral / active EE | $3,496 | $3,165+10.5% | $4,311-18.9% | $3,203+9.1% |
| Admin fee / account holder | $397 | $5,076-92.2% | $7,645-94.8% | $4,296-90.8% |