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 | $68,333 | $105,630-35.3% | $87,507-21.9% | $273,961-75.1% |
| Participation rate | 88.9% | 78.2%+10.7pp | 73.8%+15.0pp | 83.0%+5.9pp |
| Annual return | -1.85% | 12.25%-14.1pp | 12.21%-14.1pp | 41.45%-43.3pp |
| Employer contribution / active EE | $1,859 | $3,141-40.8% | $2,550-27.1% | $4,869-61.8% |
| Participant deferral / active EE | $4,876 | $3,601+35.4% | $3,149+54.9% | $5,287-7.8% |
| Admin fee / account holder | $608 | $4,781-87.3% | $4,221-85.6% | $10,132-94.0% |