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 | $67,359 | $62,586+7.6% | $76,768-12.3% | $64,186+4.9% |
| Participation rate | 85.7% | 72.8%+12.9pp | 77.0%+8.8pp | 69.6%+16.1pp |
| Annual return | -7.52% | -1.95%-5.6pp | 2.43%-10.0pp | 7.63%-15.2pp |
| Employer contribution / active EE | $2,283 | $1,832+24.6% | $2,485-8.1% | $2,381-4.1% |
| Participant deferral / active EE | $5,376 | $3,145+71.0% | $3,852+39.6% | $3,470+54.9% |
| Admin fee / account holder | $4,482 | $4,667-4.0% | $6,675-32.8% | $4,888-8.3% |