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 | $47,675 | $77,813-38.7% | $123,544-61.4% | $64,186-25.7% |
| Participation rate | 96.0% | 74.7%+21.3pp | 82.3%+13.7pp | 69.6%+26.4pp |
| Annual return | -8.52% | 12.48%-21.0pp | 119.20%-127.7pp | 7.63%-16.2pp |
| Employer contribution / active EE | $1,380 | $3,014-54.2% | $4,628-70.2% | $2,381-42.0% |
| Participant deferral / active EE | $3,840 | $5,240-26.7% | $6,426-40.2% | $3,470+10.7% |
| Admin fee / account holder | $504 | $5,519-90.9% | $9,284-94.6% | $4,888-89.7% |