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 | $116,002 | $61,660+88.1% | $80,019+45.0% | $64,186+80.7% |
| Participation rate | 73.1% | 71.7%+1.4pp | 75.8%-2.8pp | 69.6%+3.5pp |
| Annual return | -7.85% | -0.33%-7.5pp | 11.22%-19.1pp | 7.63%-15.5pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,425 | $2,968+15.4% | $3,686-7.1% | $3,470-1.3% |
| Admin fee / account holder | $1,132 | $5,417-79.1% | $6,521-82.6% | $4,888-76.8% |