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 | $54,912 | $63,764-13.9% | $81,930-33.0% | $79,858-31.2% |
| Participation rate | 91.2% | 67.5%+23.7pp | 72.0%+19.2pp | 69.6%+21.6pp |
| Annual return | -1.09% | 22.66%-23.8pp | 29.49%-30.6pp | 31.71%-32.8pp |
| Employer contribution / active EE | $1,977 | $1,795+10.1% | $4,310-54.1% | $2,471-20.0% |
| Participant deferral / active EE | $2,287 | $2,780-17.7% | $7,107-67.8% | $3,740-38.8% |
| Admin fee / account holder | $3,596 | $4,426-18.8% | $5,158-30.3% | $5,306-32.2% |