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 | $64,015 | $65,365-2.1% | $92,893-31.1% | $72,985-12.3% |
| Participation rate | 89.3% | 68.3%+21.0pp | 76.0%+13.3pp | 69.5%+19.8pp |
| Annual return | 3.39% | 42.10%-38.7pp | 109.41%-106.0pp | 81.00%-77.6pp |
| Employer contribution / active EE | $2,627 | $2,594+1.3% | $3,653-28.1% | $2,440+7.7% |
| Participant deferral / active EE | $4,083 | $3,128+30.5% | $4,236-3.6% | $3,607+13.2% |
| Admin fee / account holder | $12,240 | $4,251+187.9% | $5,794+111.3% | $5,124+138.9% |