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 | $81,726 | $62,586+30.6% | $76,768+6.5% | $64,186+27.3% |
| Participation rate | 80.0% | 72.8%+7.2pp | 77.0%+3.0pp | 69.6%+10.4pp |
| Annual return | -8.55% | -1.95%-6.6pp | 2.43%-11.0pp | 7.63%-16.2pp |
| Employer contribution / active EE | $1,736 | $1,832-5.2% | $2,485-30.1% | $2,381-27.1% |
| Participant deferral / active EE | $3,072 | $3,145-2.3% | $3,852-20.2% | $3,470-11.5% |
| Admin fee / account holder | $1,979 | $4,667-57.6% | $6,675-70.4% | $4,888-59.5% |