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 | $88,725 | $72,492+22.4% | $87,100+1.9% | $72,985+21.6% |
| Participation rate | 79.5% | 72.8%+6.7pp | 76.9%+2.6pp | 69.5%+10.0pp |
| Annual return | -3.76% | 24.46%-28.2pp | 28.19%-32.0pp | 81.00%-84.8pp |
| Employer contribution / active EE | $1,121 | $1,894-40.8% | $2,521-55.5% | $2,440-54.0% |
| Participant deferral / active EE | $5,225 | $3,270+59.8% | $4,049+29.0% | $3,607+44.8% |
| Admin fee / account holder | $2,242 | $5,055-55.7% | $7,497-70.1% | $5,124-56.3% |