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 5-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 | $55,377 | $54,726+1.2% | $68,793-19.5% | $64,186-13.7% |
| Participation rate | 73.7% | 68.0%+5.7pp | 72.2%+1.5pp | 69.6%+4.1pp |
| Annual return | -7.88% | -1.62%-6.3pp | -4.63%-3.2pp | 7.63%-15.5pp |
| Employer contribution / active EE | $2,020 | $1,846+9.4% | $2,625-23.0% | $2,381-15.1% |
| Participant deferral / active EE | $3,022 | $2,626+15.1% | $3,311-8.7% | $3,470-12.9% |
| Admin fee / account holder | $366 | $4,027-90.9% | $5,131-92.9% | $4,888-92.5% |