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 | $42,968 | $64,324-33.2% | $118,925-63.9% | $79,858-46.2% |
| Participation rate | 88.6% | 64.9%+23.7pp | 75.4%+13.2pp | 69.6%+18.9pp |
| Annual return | 3.53% | 86.45%-82.9pp | 35.88%-32.3pp | 31.71%-28.2pp |
| Employer contribution / active EE | $1,390 | $1,836-24.3% | $3,263-57.4% | $2,471-43.8% |
| Participant deferral / active EE | $2,912 | $2,824+3.1% | $4,265-31.7% | $3,740-22.1% |
| Admin fee / account holder | $3,092 | $4,040-23.5% | $6,581-53.0% | $5,306-41.7% |