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 | $29,031 | $62,586-53.6% | $76,768-62.2% | $64,186-54.8% |
| Participation rate | 73.9% | 72.8%+1.1pp | 77.0%-3.0pp | 69.6%+4.3pp |
| Annual return | -8.30% | -1.95%-6.4pp | 2.43%-10.7pp | 7.63%-15.9pp |
| Employer contribution / active EE | $1,342 | $1,832-26.7% | $2,485-46.0% | $2,381-43.6% |
| Participant deferral / active EE | $1,860 | $3,145-40.8% | $3,852-51.7% | $3,470-46.4% |
| Admin fee / account holder | $1,582 | $4,667-66.1% | $6,675-76.3% | $4,888-67.6% |