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 | $52,559 | $61,660-14.8% | $80,019-34.3% | $64,186-18.1% |
| Participation rate | 88.1% | 71.7%+16.4pp | 75.8%+12.3pp | 69.6%+18.5pp |
| Annual return | -8.26% | -0.33%-7.9pp | 11.22%-19.5pp | 7.63%-15.9pp |
| Employer contribution / active EE | $1,944 | $1,810+7.4% | $2,468-21.2% | $2,381-18.3% |
| Participant deferral / active EE | $4,497 | $2,968+51.5% | $3,686+22.0% | $3,470+29.6% |
| Admin fee / account holder | $8,023 | $5,417+48.1% | $6,521+23.0% | $4,888+64.1% |