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 | $83,155 | $62,586+32.9% | $76,768+8.3% | $64,186+29.6% |
| Participation rate | 76.9% | 72.8%+4.1pp | 77.0%0pp | 69.6%+7.4pp |
| Annual return | -7.92% | -1.95%-6.0pp | 2.43%-10.3pp | 7.63%-15.6pp |
| Employer contribution / active EE | $1,936 | $1,832+5.7% | $2,485-22.1% | $2,381-18.7% |
| Participant deferral / active EE | $3,446 | $3,145+9.6% | $3,852-10.5% | $3,470-0.7% |
| Admin fee / account holder | $3,754 | $4,667-19.6% | $6,675-43.8% | $4,888-23.2% |