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 | $58,696 | $58,828-0.2% | $77,999-24.7% | $62,891-6.7% |
| Participation rate | 96.4% | 71.1%+25.3pp | 75.5%+20.8pp | 69.3%+27.1pp |
| Annual return | -0.69% | 17.16%-17.8pp | 425.96%-426.6pp | 20.14%-20.8pp |
| Employer contribution / active EE | $1,852 | $1,672+10.8% | $2,470-25.0% | $2,281-18.8% |
| Participant deferral / active EE | $2,518 | $2,686-6.2% | $3,497-28.0% | $3,203-21.4% |
| Admin fee / account holder | $4,608 | $4,393+4.9% | $5,480-15.9% | $4,296+7.3% |