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 | $231,603 | $96,956+138.9% | $70,014+230.8% | $273,961-15.5% |
| Participation rate | 79.2% | 77.1%+2.1pp | 71.8%+7.4pp | 83.0%-3.8pp |
| Annual return | -0.31% | 12.93%-13.2pp | 12.99%-13.3pp | 41.45%-41.8pp |
| Employer contribution / active EE | $476 | $3,316-85.7% | $2,338-79.7% | $4,869-90.2% |
| Participant deferral / active EE | $2,740 | $3,744-26.8% | $2,931-6.5% | $5,287-48.2% |
| Admin fee / account holder | $4,468 | $7,934-43.7% | $4,380+2.0% | $10,132-55.9% |