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 | $81,863 | $76,367+7.2% | $93,606-12.5% | $72,985+12.2% |
| Participation rate | 84.6% | 71.7%+12.9pp | 75.8%+8.8pp | 69.5%+15.1pp |
| Annual return | -2.31% | 25.82%-28.1pp | 32.76%-35.1pp | 81.00%-83.3pp |
| Employer contribution / active EE | $451 | $2,275-80.2% | $2,718-83.4% | $2,440-81.5% |
| Participant deferral / active EE | $4,502 | $3,538+27.3% | $4,069+10.7% | $3,607+24.8% |
| Admin fee / account holder | $1,551 | $6,838-77.3% | $7,888-80.3% | $5,124-69.7% |