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 | $109,065 | $53,018+105.7% | $70,014+55.8% | $62,891+73.4% |
| Participation rate | 70.6% | 67.2%+3.4pp | 71.8%-1.2pp | 69.3%+1.3pp |
| Annual return | -2.99% | 13.35%-16.3pp | 12.99%-16.0pp | 20.14%-23.1pp |
| Employer contribution / active EE | $1,140 | $1,799-36.6% | $2,338-51.2% | $2,281-50.0% |
| Participant deferral / active EE | $3,415 | $2,395+42.6% | $2,931+16.5% | $3,203+6.6% |
| Admin fee / account holder | $3,532 | $3,690-4.3% | $4,380-19.4% | $4,296-17.8% |