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 | $54,025 | $58,523-7.7% | $99,443-45.7% | $72,985-26.0% |
| Participation rate | 86.5% | 64.6%+21.9pp | 73.8%+12.7pp | 69.5%+17.0pp |
| Annual return | 1.54% | 28.51%-27.0pp | 30.72%-29.2pp | 81.00%-79.5pp |
| Employer contribution / active EE | $1,291 | $1,512-14.6% | $2,540-49.2% | $2,440-47.1% |
| Participant deferral / active EE | $2,828 | $2,606+8.5% | $3,619-21.9% | $3,607-21.6% |
| Admin fee / account holder | $8,981 | $4,102+119.0% | $6,250+43.7% | $5,124+75.3% |