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 | $201,465 | $59,805+236.9% | $79,550+153.3% | $68,494+194.1% |
| Participation rate | 72.4% | 61.1%+11.3pp | 69.5%+2.9pp | 67.9%+4.5pp |
| Annual return | -23.40% | -12.30%-11.1pp | 0.16%-23.6pp | -7.84%-15.6pp |
| Employer contribution / active EE | $690 | $1,505-54.2% | $2,413-71.4% | $2,596-73.4% |
| Participant deferral / active EE | $5,533 | $3,024+83.0% | $3,985+38.8% | $4,027+37.4% |
| Admin fee / account holder | $1,528 | $4,835-68.4% | $6,832-77.6% | $5,403-71.7% |