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 | $52,087 | $60,349-13.7% | $74,183-29.8% | $62,891-17.2% |
| Participation rate | 94.3% | 72.7%+21.6pp | 76.6%+17.7pp | 69.3%+25.0pp |
| Annual return | -2.84% | 21.37%-24.2pp | 17.74%-20.6pp | 20.14%-23.0pp |
| Employer contribution / active EE | $2,160 | $1,680+28.6% | $2,370-8.9% | $2,281-5.3% |
| Participant deferral / active EE | $3,460 | $2,856+21.1% | $3,550-2.5% | $3,203+8.0% |
| Admin fee / account holder | $16,503 | $4,261+287.3% | $5,586+195.4% | $4,296+284.2% |