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 | $32,626 | $65,365-50.1% | $92,893-64.9% | $72,985-55.3% |
| Participation rate | 87.9% | 68.3%+19.6pp | 76.0%+11.9pp | 69.5%+18.4pp |
| Annual return | 2.16% | 42.10%-39.9pp | 109.41%-107.2pp | 81.00%-78.8pp |
| Employer contribution / active EE | $2,980 | $2,594+14.9% | $3,653-18.4% | $2,440+22.1% |
| Participant deferral / active EE | $3,106 | $3,128-0.7% | $4,236-26.7% | $3,607-13.9% |
| Admin fee / account holder | $8,813 | $4,251+107.3% | $5,794+52.1% | $5,124+72.0% |