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 9-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 | $64,439 | $48,076+34.0% | $78,689-18.1% | $62,891+2.5% |
| Participation rate | 86.0% | 65.2%+20.8pp | 73.6%+12.5pp | 69.3%+16.7pp |
| Annual return | 2.11% | 31.35%-29.2pp | 62.18%-60.1pp | 20.14%-18.0pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,591 | $2,588-38.5% | $3,517-54.8% | $3,203-50.3% |
| Admin fee / account holder | $2,203 | $3,207-31.3% | $4,510-51.2% | $4,296-48.7% |