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 | $74,203 | $58,523+26.8% | $99,443-25.4% | $72,985+1.7% |
| Participation rate | 100.0% | 64.6%+35.4pp | 73.8%+26.2pp | 69.5%+30.5pp |
| Annual return | -3.28% | 28.51%-31.8pp | 30.72%-34.0pp | 81.00%-84.3pp |
| Employer contribution / active EE | $1,816 | $1,512+20.1% | $2,540-28.5% | $2,440-25.6% |
| Participant deferral / active EE | $3,037 | $2,606+16.6% | $3,619-16.1% | $3,607-15.8% |
| Admin fee / account holder | $3,164 | $4,102-22.9% | $6,250-49.4% | $5,124-38.3% |