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 | $46,156 | $58,512-21.1% | $84,015-45.1% | $72,985-36.8% |
| Participation rate | 90.6% | 61.2%+29.3pp | 69.0%+21.6pp | 69.5%+21.1pp |
| Annual return | 2.18% | 28.93%-26.8pp | 71.31%-69.1pp | 81.00%-78.8pp |
| Employer contribution / active EE | $2,082 | $1,163+79.0% | $1,983+5.0% | $2,440-14.7% |
| Participant deferral / active EE | $3,740 | $2,394+56.2% | $3,239+15.5% | $3,607+3.7% |
| Admin fee / account holder | $8,691 | $4,569+90.2% | $6,101+42.5% | $5,124+69.6% |