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 | $75,439 | $62,586+20.5% | $76,768-1.7% | $64,186+17.5% |
| Participation rate | 84.1% | 72.8%+11.3pp | 77.0%+7.1pp | 69.6%+14.5pp |
| Annual return | -7.73% | -1.95%-5.8pp | 2.43%-10.2pp | 7.63%-15.4pp |
| Employer contribution / active EE | $509 | $1,832-72.2% | $2,485-79.5% | $2,381-78.6% |
| Participant deferral / active EE | $3,585 | $3,145+14.0% | $3,852-6.9% | $3,470+3.3% |
| Admin fee / account holder | $16,492 | $4,667+253.4% | $6,675+147.1% | $4,888+237.4% |