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 | $25,423 | $48,076-47.1% | $78,689-67.7% | $62,891-59.6% |
| Participation rate | 86.7% | 65.2%+21.5pp | 73.6%+13.1pp | 69.3%+17.4pp |
| Annual return | 3.43% | 31.35%-27.9pp | 62.18%-58.7pp | 20.14%-16.7pp |
| Employer contribution / active EE | $2,656 | $2,015+31.8% | $2,851-6.8% | $2,281+16.5% |
| Participant deferral / active EE | $1,515 | $2,588-41.5% | $3,517-56.9% | $3,203-52.7% |
| Admin fee / account holder | $844 | $3,207-73.7% | $4,510-81.3% | $4,296-80.4% |