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 | $53,775 | $58,851-8.6% | $115,157-53.3% | $72,985-26.3% |
| Participation rate | 96.2% | 65.5%+30.6pp | 75.9%+20.3pp | 69.5%+26.7pp |
| Annual return | -3.12% | 23.16%-26.3pp | 35.60%-38.7pp | 81.00%-84.1pp |
| Employer contribution / active EE | $1,114 | $1,798-38.0% | $3,179-65.0% | $2,440-54.3% |
| Participant deferral / active EE | $3,234 | $2,643+22.4% | $4,168-22.4% | $3,607-10.3% |
| Admin fee / account holder | $22,518 | $6,370+253.5% | $7,088+217.7% | $5,124+339.4% |