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 | $109,749 | $72,277+51.8% | $101,248+8.4% | $79,858+37.4% |
| Participation rate | 95.4% | 68.5%+26.9pp | 75.8%+19.6pp | 69.6%+25.8pp |
| Annual return | -7.57% | 22.30%-29.9pp | 46.47%-54.0pp | 31.71%-39.3pp |
| Employer contribution / active EE | $1,752 | $2,692-34.9% | $3,660-52.1% | $2,471-29.1% |
| Participant deferral / active EE | $4,303 | $3,282+31.1% | $4,370-1.5% | $3,740+15.1% |
| Admin fee / account holder | $15,076 | $4,400+242.6% | $5,945+153.6% | $5,306+184.1% |