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 | $36,976 | $39,122-5.5% | $57,179-35.3% | $62,891-41.2% |
| Participation rate | 85.7% | 70.5%+15.2pp | 75.3%+10.4pp | 69.3%+16.4pp |
| Annual return | -0.26% | 9.23%-9.5pp | 14.59%-14.8pp | 20.14%-20.4pp |
| Employer contribution / active EE | $1,664 | $1,874-11.2% | $2,682-38.0% | $2,281-27.1% |
| Participant deferral / active EE | $3,181 | $2,374+34.0% | $3,096+2.7% | $3,203-0.7% |
| Admin fee / account holder | $1,188 | $2,592-54.2% | $3,139-62.1% | $4,296-72.3% |