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 | $83,051 | $71,883+15.5% | $86,677-4.2% | $68,494+21.3% |
| Participation rate | 85.4% | 72.2%+13.1pp | 76.6%+8.8pp | 67.9%+17.5pp |
| Annual return | -21.89% | 3.52%-25.4pp | 35.91%-57.8pp | -7.84%-14.0pp |
| Employer contribution / active EE | $783 | $2,173-64.0% | $2,836-72.4% | $2,596-69.9% |
| Participant deferral / active EE | $3,899 | $3,779+3.2% | $4,656-16.3% | $4,027-3.2% |
| Admin fee / account holder | $1,982 | $6,112-67.6% | $7,493-73.5% | $5,403-63.3% |