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 | $28,398 | $60,349-52.9% | $74,183-61.7% | $62,891-54.8% |
| Participation rate | 77.4% | 72.7%+4.7pp | 76.6%+0.8pp | 69.3%+8.1pp |
| Annual return | -7.20% | 21.37%-28.6pp | 17.74%-24.9pp | 20.14%-27.3pp |
| Employer contribution / active EE | $1,990 | $1,680+18.4% | $2,370-16.0% | $2,281-12.8% |
| Participant deferral / active EE | $5,526 | $2,856+93.5% | $3,550+55.7% | $3,203+72.5% |
| Admin fee / account holder | $799 | $4,261-81.2% | $5,586-85.7% | $4,296-81.4% |