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 | $63,059 | $58,828+7.2% | $77,999-19.2% | $62,891+0.3% |
| Participation rate | 82.9% | 71.1%+11.9pp | 75.5%+7.4pp | 69.3%+13.6pp |
| Annual return | -2.78% | 17.16%-19.9pp | 425.96%-428.7pp | 20.14%-22.9pp |
| Employer contribution / active EE | $628 | $1,672-62.4% | $2,470-74.6% | $2,281-72.5% |
| Participant deferral / active EE | $3,555 | $2,686+32.4% | $3,497+1.7% | $3,203+11.0% |
| Admin fee / account holder | $316 | $4,393-92.8% | $5,480-94.2% | $4,296-92.6% |