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 | $40,591 | $58,577-30.7% | $83,333-51.3% | $64,186-36.8% |
| Participation rate | 72.7% | 72.0%+0.7pp | 77.8%-5.0pp | 69.6%+3.2pp |
| Annual return | -9.20% | 9.65%-18.8pp | 10.63%-19.8pp | 7.63%-16.8pp |
| Employer contribution / active EE | $2,039 | $2,098-2.8% | $3,379-39.7% | $2,381-14.4% |
| Participant deferral / active EE | $3,569 | $4,654-23.3% | $5,565-35.9% | $3,470+2.9% |
| Admin fee / account holder | $2,371 | $9,275-74.4% | $7,510-68.4% | $4,888-51.5% |