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 | $24,118 | $62,586-61.5% | $76,768-68.6% | $64,186-62.4% |
| Participation rate | 88.6% | 72.8%+15.8pp | 77.0%+11.6pp | 69.6%+19.0pp |
| Annual return | -8.25% | -1.95%-6.3pp | 2.43%-10.7pp | 7.63%-15.9pp |
| Employer contribution / active EE | $2,313 | $1,832+26.3% | $2,485-6.9% | $2,381-2.9% |
| Participant deferral / active EE | $3,125 | $3,145-0.6% | $3,852-18.9% | $3,470-9.9% |
| Admin fee / account holder | $4,087 | $4,667-12.4% | $6,675-38.8% | $4,888-16.4% |