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 | $52,131 | $48,046+8.5% | $84,611-38.4% | $72,985-28.6% |
| Participation rate | 80.0% | 57.6%+22.4pp | 68.2%+11.8pp | 69.5%+10.5pp |
| Annual return | 4.53% | 37.38%-32.9pp | 258.74%-254.2pp | 81.00%-76.5pp |
| Employer contribution / active EE | $1,077 | $1,602-32.7% | $2,652-59.4% | $2,440-55.8% |
| Participant deferral / active EE | $2,037 | $2,680-24.0% | $3,899-47.7% | $3,607-43.5% |
| Admin fee / account holder | $4,744 | $3,395+39.7% | $4,912-3.4% | $5,124-7.4% |