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 | $152,329 | $72,492+110.1% | $87,100+74.9% | $72,985+108.7% |
| Participation rate | 79.7% | 72.8%+6.9pp | 76.9%+2.9pp | 69.5%+10.2pp |
| Annual return | -3.19% | 24.46%-27.6pp | 28.19%-31.4pp | 81.00%-84.2pp |
| Employer contribution / active EE | $3,696 | $1,894+95.1% | $2,521+46.6% | $2,440+51.5% |
| Participant deferral / active EE | $2,572 | $3,270-21.3% | $4,049-36.5% | $3,607-28.7% |
| Admin fee / account holder | $1,838 | $5,055-63.6% | $7,497-75.5% | $5,124-64.1% |