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 | $130,852 | $78,422+66.9% | $95,952+36.4% | $79,858+63.9% |
| Participation rate | 73.1% | 73.5%-0.4pp | 77.1%-4.0pp | 69.6%+3.4pp |
| Annual return | -1.87% | 19.37%-21.2pp | 91.61%-93.5pp | 31.71%-33.6pp |
| Employer contribution / active EE | $567 | $1,945-70.8% | $2,541-77.7% | $2,471-77.0% |
| Participant deferral / active EE | $2,619 | $3,440-23.9% | $4,167-37.2% | $3,740-30.0% |
| Admin fee / account holder | $4,359 | $5,622-22.5% | $6,795-35.9% | $5,306-17.9% |