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 | $43,173 | $77,813-44.5% | $123,544-65.1% | $64,186-32.7% |
| Participation rate | 91.9% | 74.7%+17.2pp | 82.3%+9.6pp | 69.6%+22.3pp |
| Annual return | -8.28% | 12.48%-20.8pp | 119.20%-127.5pp | 7.63%-15.9pp |
| Employer contribution / active EE | $1,664 | $3,014-44.8% | $4,628-64.0% | $2,381-30.1% |
| Participant deferral / active EE | $3,821 | $5,240-27.1% | $6,426-40.5% | $3,470+10.1% |
| Admin fee / account holder | $1,792 | $5,519-67.5% | $9,284-80.7% | $4,888-63.3% |