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 | $55,313 | $72,277-23.5% | $101,248-45.4% | $79,858-30.7% |
| Participation rate | 73.0% | 68.5%+4.5pp | 75.8%-2.8pp | 69.6%+3.3pp |
| Annual return | -3.09% | 22.30%-25.4pp | 46.47%-49.6pp | 31.71%-34.8pp |
| Employer contribution / active EE | $3,535 | $2,692+31.3% | $3,660-3.4% | $2,471+43.1% |
| Participant deferral / active EE | $3,514 | $3,282+7.1% | $4,370-19.6% | $3,740-6.1% |
| Admin fee / account holder | $32,386 | $4,400+636.0% | $5,945+444.7% | $5,306+510.3% |