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 | $50,694 | $50,958-0.5% | $74,550-32.0% | $64,186-21.0% |
| Participation rate | 89.2% | 61.1%+28.1pp | 69.1%+20.0pp | 69.6%+19.6pp |
| Annual return | -8.18% | -1.86%-6.3pp | 32.53%-40.7pp | 7.63%-15.8pp |
| Employer contribution / active EE | $925 | $1,115-17.1% | $1,961-52.8% | $2,381-61.2% |
| Participant deferral / active EE | $2,643 | $2,301+14.9% | $3,108-14.9% | $3,470-23.8% |
| Admin fee / account holder | $3,465 | $4,223-18.0% | $5,060-31.5% | $4,888-29.1% |