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 | $62,342 | $69,977-10.9% | $108,579-42.6% | $62,891-0.9% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | -2.13% | 10.73%-12.9pp | -51.70%+49.6pp | 20.14%-22.3pp |
| Employer contribution / active EE | $1,336 | $2,135-37.4% | $3,758-64.5% | $2,281-41.4% |
| Participant deferral / active EE | $4,832 | $3,165+52.7% | $4,311+12.1% | $3,203+50.9% |
| Admin fee / account holder | $5,964 | $5,076+17.5% | $7,645-22.0% | $4,296+38.8% |