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 | $48,378 | $54,726-11.6% | $68,793-29.7% | $64,186-24.6% |
| Participation rate | 90.5% | 68.0%+22.4pp | 72.2%+18.2pp | 69.6%+20.9pp |
| Annual return | -8.51% | -1.62%-6.9pp | -4.63%-3.9pp | 7.63%-16.1pp |
| Employer contribution / active EE | $2,018 | $1,846+9.3% | $2,625-23.1% | $2,381-15.2% |
| Participant deferral / active EE | $3,106 | $2,626+18.3% | $3,311-6.2% | $3,470-10.5% |
| Admin fee / account holder | $400 | $4,027-90.1% | $5,131-92.2% | $4,888-91.8% |