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 | $29,064 | $62,586-53.6% | $76,768-62.1% | $64,186-54.7% |
| Participation rate | 91.5% | 72.8%+18.7pp | 77.0%+14.6pp | 69.6%+22.0pp |
| Annual return | -8.34% | -1.95%-6.4pp | 2.43%-10.8pp | 7.63%-16.0pp |
| Employer contribution / active EE | $1,224 | $1,832-33.2% | $2,485-50.7% | $2,381-48.6% |
| Participant deferral / active EE | $2,650 | $3,145-15.7% | $3,852-31.2% | $3,470-23.6% |
| Admin fee / account holder | $425 | $4,667-90.9% | $6,675-93.6% | $4,888-91.3% |