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 | $23,515 | $58,577-59.9% | $83,333-71.8% | $64,186-63.4% |
| Participation rate | 79.3% | 72.0%+7.3pp | 77.8%+1.5pp | 69.6%+9.7pp |
| Annual return | -12.21% | 9.65%-21.9pp | 10.63%-22.8pp | 7.63%-19.8pp |
| Employer contribution / active EE | $2,787 | $2,098+32.8% | $3,379-17.5% | $2,381+17.1% |
| Participant deferral / active EE | $5,059 | $4,654+8.7% | $5,565-9.1% | $3,470+45.8% |
| Admin fee / account holder | $1,146 | $9,275-87.6% | $7,510-84.7% | $4,888-76.5% |