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 | $64,409 | $60,349+6.7% | $74,183-13.2% | $62,891+2.4% |
| Participation rate | 79.3% | 72.7%+6.6pp | 76.6%+2.7pp | 69.3%+10.0pp |
| Annual return | -2.78% | 21.37%-24.2pp | 17.74%-20.5pp | 20.14%-22.9pp |
| Employer contribution / active EE | $440 | $1,680-73.8% | $2,370-81.5% | $2,281-80.7% |
| Participant deferral / active EE | $3,457 | $2,856+21.0% | $3,550-2.6% | $3,203+7.9% |
| Admin fee / account holder | $2,664 | $4,261-37.5% | $5,586-52.3% | $4,296-38.0% |