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 | $42,411 | $62,586-32.2% | $76,768-44.8% | $64,186-33.9% |
| Participation rate | 94.2% | 72.8%+21.4pp | 77.0%+17.3pp | 69.6%+24.7pp |
| Annual return | -8.23% | -1.95%-6.3pp | 2.43%-10.7pp | 7.63%-15.9pp |
| Employer contribution / active EE | $2,445 | $1,832+33.4% | $2,485-1.6% | $2,381+2.7% |
| Participant deferral / active EE | $4,381 | $3,145+39.3% | $3,852+13.7% | $3,470+26.3% |
| Admin fee / account holder | $1,364 | $4,667-70.8% | $6,675-79.6% | $4,888-72.1% |