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 | $56,384 | $87,841-35.8% | $133,980-57.9% | $62,891-10.3% |
| Participation rate | 89.7% | 83.4%+6.4pp | 87.1%+2.7pp | 69.3%+20.4pp |
| Annual return | -1.35% | 12.05%-13.4pp | 29.30%-30.6pp | 20.14%-21.5pp |
| Employer contribution / active EE | $1,761 | $3,483-49.4% | $5,211-66.2% | $2,281-22.8% |
| Participant deferral / active EE | $4,778 | $4,812-0.7% | $6,282-23.9% | $3,203+49.2% |
| Admin fee / account holder | $1,601 | $5,371-70.2% | $9,324-82.8% | $4,296-62.7% |