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 | $57,264 | $67,411-15.1% | $91,001-37.1% | $70,131-18.3% |
| Participation rate | 93.3% | 71.4%+22.0pp | 75.6%+17.7pp | 69.5%+23.8pp |
| Annual return | 10.98% | -40.16%+51.1pp | 4.60%+6.4pp | 73.14%-62.2pp |
| Employer contribution / active EE | $2,102 | $1,786+17.7% | $2,456-14.4% | $2,342-10.3% |
| Participant deferral / active EE | $4,127 | $2,823+46.2% | $3,547+16.3% | $3,332+23.9% |
| Admin fee / account holder | $388 | $4,236-90.8% | $5,417-92.8% | $4,645-91.6% |