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 | $85,476 | $50,958+67.7% | $74,550+14.7% | $64,186+33.2% |
| Participation rate | 70.8% | 61.1%+9.8pp | 69.1%+1.7pp | 69.6%+1.3pp |
| Annual return | -8.23% | -1.86%-6.4pp | 32.53%-40.8pp | 7.63%-15.9pp |
| Employer contribution / active EE | $350 | $1,115-68.6% | $1,961-82.1% | $2,381-85.3% |
| Participant deferral / active EE | $2,170 | $2,301-5.7% | $3,108-30.2% | $3,470-37.5% |
| Admin fee / account holder | $9,906 | $4,223+134.6% | $5,060+95.8% | $4,888+102.7% |