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 | $41,664 | $67,411-38.2% | $91,001-54.2% | $70,131-40.6% |
| Participation rate | 81.6% | 71.4%+10.2pp | 75.6%+6.0pp | 69.5%+12.0pp |
| Annual return | 11.58% | -40.16%+51.7pp | 4.60%+7.0pp | 73.14%-61.6pp |
| Employer contribution / active EE | $1,279 | $1,786-28.4% | $2,456-47.9% | $2,342-45.4% |
| Participant deferral / active EE | $3,612 | $2,823+28.0% | $3,547+1.8% | $3,332+8.4% |
| Admin fee / account holder | $6,373 | $4,236+50.4% | $5,417+17.6% | $4,645+37.2% |