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 | $81,392 | $62,586+30.0% | $76,768+6.0% | $64,186+26.8% |
| Participation rate | 72.3% | 72.8%-0.5pp | 77.0%-4.6pp | 69.6%+2.8pp |
| Annual return | -7.61% | -1.95%-5.7pp | 2.43%-10.0pp | 7.63%-15.2pp |
| Employer contribution / active EE | $2,171 | $1,832+18.5% | $2,485-12.6% | $2,381-8.8% |
| Participant deferral / active EE | $4,111 | $3,145+30.7% | $3,852+6.7% | $3,470+18.5% |
| Admin fee / account holder | $1,449 | $4,667-68.9% | $6,675-78.3% | $4,888-70.4% |