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 | $64,032 | $76,552-16.4% | $123,892-48.3% | $62,891+1.8% |
| Participation rate | 80.4% | 73.0%+7.5pp | 81.4%-1.0pp | 69.3%+11.1pp |
| Annual return | -17.32% | 18.68%-36.0pp | 47.52%-64.8pp | 20.14%-37.5pp |
| Employer contribution / active EE | $708 | $2,883-75.4% | $4,617-84.7% | $2,281-68.9% |
| Participant deferral / active EE | $5,219 | $4,840+7.8% | $5,984-12.8% | $3,203+62.9% |
| Admin fee / account holder | $6,599 | $4,826+36.7% | $8,357-21.0% | $4,296+53.6% |