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 | $112,373 | $74,927+50.0% | $101,794+10.4% | $84,808+32.5% |
| Participation rate | 84.5% | 61.4%+23.1pp | 69.2%+15.3pp | 68.3%+16.2pp |
| Annual return | -8.53% | 18.70%-27.2pp | 30.53%-39.1pp | 40.90%-49.4pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,373 | $3,099+73.4% | $4,084+31.6% | $4,212+27.6% |
| Admin fee / account holder | $2,310 | $6,514-64.5% | $8,777-73.7% | $7,344-68.5% |