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 | $94,222 | $80,968+16.4% | $96,544-2.4% | $75,163+25.4% |
| Participation rate | 71.1% | 71.8%-0.7pp | 76.0%-4.9pp | 67.2%+3.9pp |
| Annual return | -1.30% | 27.06%-28.4pp | 25.84%-27.1pp | 160.62%-161.9pp |
| Employer contribution / active EE | $1,206 | $2,282-47.2% | $2,965-59.3% | $2,670-54.8% |
| Participant deferral / active EE | $3,898 | $3,928-0.8% | $4,851-19.6% | $4,125-5.5% |
| Admin fee / account holder | $10,596 | $6,724+57.6% | $8,252+28.4% | $5,651+87.5% |