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 | $41,754 | $65,365-36.1% | $92,893-55.1% | $72,985-42.8% |
| Participation rate | 84.8% | 68.3%+16.5pp | 76.0%+8.8pp | 69.5%+15.3pp |
| Annual return | 2.87% | 42.10%-39.2pp | 109.41%-106.5pp | 81.00%-78.1pp |
| Employer contribution / active EE | $1,720 | $2,594-33.7% | $3,653-52.9% | $2,440-29.5% |
| Participant deferral / active EE | $2,120 | $3,128-32.2% | $4,236-49.9% | $3,607-41.2% |
| Admin fee / account holder | $5,894 | $4,251+38.6% | $5,794+1.7% | $5,124+15.0% |