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 | $51,564 | $61,660-16.4% | $80,019-35.6% | $64,186-19.7% |
| Participation rate | 83.9% | 71.7%+12.2pp | 75.8%+8.0pp | 69.6%+14.3pp |
| Annual return | -8.30% | -0.33%-8.0pp | 11.22%-19.5pp | 7.63%-15.9pp |
| Employer contribution / active EE | $1,543 | $1,810-14.8% | $2,468-37.5% | $2,381-35.2% |
| Participant deferral / active EE | $3,383 | $2,968+14.0% | $3,686-8.2% | $3,470-2.5% |
| Admin fee / account holder | $1,977 | $5,417-63.5% | $6,521-69.7% | $4,888-59.5% |