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 | $41,912 | $62,586-33.0% | $76,768-45.4% | $64,186-34.7% |
| Participation rate | 73.5% | 72.8%+0.7pp | 77.0%-3.5pp | 69.6%+3.9pp |
| Annual return | -10.52% | -1.95%-8.6pp | 2.43%-12.9pp | 7.63%-18.2pp |
| Employer contribution / active EE | $460 | $1,832-74.9% | $2,485-81.5% | $2,381-80.7% |
| Participant deferral / active EE | $2,369 | $3,145-24.7% | $3,852-38.5% | $3,470-31.7% |
| Admin fee / account holder | $1,498 | $4,667-67.9% | $6,675-77.6% | $4,888-69.4% |