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 | $45,089 | $50,958-11.5% | $74,550-39.5% | $64,186-29.8% |
| Participation rate | 73.5% | 61.1%+12.5pp | 69.1%+4.4pp | 69.6%+4.0pp |
| Annual return | -8.27% | -1.86%-6.4pp | 32.53%-40.8pp | 7.63%-15.9pp |
| Employer contribution / active EE | $2,226 | $1,115+99.6% | $1,961+13.5% | $2,381-6.5% |
| Participant deferral / active EE | $4,880 | $2,301+112.1% | $3,108+57.0% | $3,470+40.7% |
| Admin fee / account holder | $4,781 | $4,223+13.2% | $5,060-5.5% | $4,888-2.2% |