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 | $155,653 | $58,512+166.0% | $84,015+85.3% | $72,985+113.3% |
| Participation rate | 82.3% | 61.2%+21.0pp | 69.0%+13.2pp | 69.5%+12.8pp |
| Annual return | 4.22% | 28.93%-24.7pp | 71.31%-67.1pp | 81.00%-76.8pp |
| Employer contribution / active EE | $1,085 | $1,163-6.7% | $1,983-45.3% | $2,440-55.5% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $3,239-100.0% | $3,607-100.0% |
| Admin fee / account holder | $4,489 | $4,569-1.8% | $6,101-26.4% | $5,124-12.4% |