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 | $29,661 | $48,265-38.5% | $68,791-56.9% | $68,494-56.7% |
| Participation rate | 72.4% | 60.7%+11.7pp | 69.0%+3.4pp | 67.9%+4.5pp |
| Annual return | -20.10% | -12.71%-7.4pp | -6.38%-13.7pp | -7.84%-12.3pp |
| Employer contribution / active EE | $1,583 | $1,829-13.4% | $2,655-40.4% | $2,596-39.0% |
| Participant deferral / active EE | $3,237 | $2,867+12.9% | $3,941-17.9% | $4,027-19.6% |
| Admin fee / account holder | $513 | $4,355-88.2% | $4,932-89.6% | $5,403-90.5% |