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 | $51,793 | $50,958+1.6% | $74,550-30.5% | $64,186-19.3% |
| Participation rate | 71.4% | 61.1%+10.4pp | 69.1%+2.3pp | 69.6%+1.9pp |
| Annual return | -8.34% | -1.86%-6.5pp | 32.53%-40.9pp | 7.63%-16.0pp |
| Employer contribution / active EE | $464 | $1,115-58.4% | $1,961-76.3% | $2,381-80.5% |
| Participant deferral / active EE | $2,699 | $2,301+17.3% | $3,108-13.2% | $3,470-22.2% |
| Admin fee / account holder | $1,155 | $4,223-72.7% | $5,060-77.2% | $4,888-76.4% |