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 | $54,745 | $52,836+3.6% | $105,738-48.2% | $64,186-14.7% |
| Participation rate | 78.6% | 66.5%+12.0pp | 76.3%+2.2pp | 69.6%+9.0pp |
| Annual return | -7.95% | 14.30%-22.2pp | 6.27%-14.2pp | 7.63%-15.6pp |
| Employer contribution / active EE | $3,065 | $1,827+67.8% | $3,268-6.2% | $2,381+28.7% |
| Participant deferral / active EE | $3,927 | $2,545+54.3% | $4,080-3.8% | $3,470+13.2% |
| Admin fee / account holder | $4,754 | $3,959+20.1% | $6,913-31.2% | $4,888-2.7% |