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 | $18,227 | $53,596-66.0% | $90,645-79.9% | $64,186-71.6% |
| Participation rate | 77.8% | 64.5%+13.3pp | 74.0%+3.8pp | 69.6%+8.2pp |
| Annual return | -8.51% | 4.41%-12.9pp | 1.88%-10.4pp | 7.63%-16.1pp |
| Employer contribution / active EE | $1,187 | $1,503-21.0% | $2,532-53.1% | $2,381-50.1% |
| Participant deferral / active EE | $2,331 | $2,459-5.2% | $3,425-31.9% | $3,470-32.8% |
| Admin fee / account holder | $740 | $3,868-80.9% | $4,994-85.2% | $4,888-84.9% |