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 | $33,143 | $61,660-46.2% | $80,019-58.6% | $64,186-48.4% |
| Participation rate | 78.2% | 71.7%+6.5pp | 75.8%+2.4pp | 69.6%+8.6pp |
| Annual return | -9.05% | -0.33%-8.7pp | 11.22%-20.3pp | 7.63%-16.7pp |
| Employer contribution / active EE | $2,019 | $1,810+11.5% | $2,468-18.2% | $2,381-15.2% |
| Participant deferral / active EE | $3,321 | $2,968+11.9% | $3,686-9.9% | $3,470-4.3% |
| Admin fee / account holder | $4,535 | $5,417-16.3% | $6,521-30.4% | $4,888-7.2% |