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 | $42,784 | $90,503-52.7% | $78,689-45.6% | $273,961-84.4% |
| Participation rate | 76.9% | 76.5%+0.4pp | 73.6%+3.4pp | 83.0%-6.1pp |
| Annual return | 2.03% | 75.60%-73.6pp | 62.18%-60.1pp | 41.45%-39.4pp |
| Employer contribution / active EE | $1,184 | $3,176-62.7% | $2,851-58.5% | $4,869-75.7% |
| Participant deferral / active EE | $1,550 | $3,901-60.3% | $3,517-55.9% | $5,287-70.7% |
| Admin fee / account holder | $12,722 | $5,263+141.7% | $4,510+182.1% | $10,132+25.6% |