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 | $118,079 | $59,805+97.4% | $79,550+48.4% | $68,494+72.4% |
| Participation rate | 77.3% | 61.1%+16.2pp | 69.5%+7.8pp | 67.9%+9.4pp |
| Annual return | -19.65% | -12.30%-7.3pp | 0.16%-19.8pp | -7.84%-11.8pp |
| Employer contribution / active EE | $717 | $1,505-52.4% | $2,413-70.3% | $2,596-72.4% |
| Participant deferral / active EE | $1,440 | $3,024-52.4% | $3,985-63.9% | $4,027-64.2% |
| Admin fee / account holder | $2,651 | $4,835-45.2% | $6,832-61.2% | $5,403-50.9% |