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 | $55,959 | $67,411-17.0% | $91,001-38.5% | $70,131-20.2% |
| Participation rate | 98.5% | 71.4%+27.2pp | 75.6%+22.9pp | 69.5%+29.0pp |
| Annual return | 11.20% | -40.16%+51.4pp | 4.60%+6.6pp | 73.14%-61.9pp |
| Employer contribution / active EE | $4,534 | $1,786+153.8% | $2,456+84.6% | $2,342+93.5% |
| Participant deferral / active EE | $3,023 | $2,823+7.1% | $3,547-14.8% | $3,332-9.3% |
| Admin fee / account holder | $3,141 | $4,236-25.8% | $5,417-42.0% | $4,645-32.4% |