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 9-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 | $30,674 | $39,122-21.6% | $57,179-46.4% | $62,891-51.2% |
| Participation rate | 70.8% | 70.5%+0.3pp | 75.3%-4.5pp | 69.3%+1.5pp |
| Annual return | -1.92% | 9.23%-11.2pp | 14.59%-16.5pp | 20.14%-22.1pp |
| Employer contribution / active EE | $2,478 | $1,874+32.2% | $2,682-7.6% | $2,281+8.7% |
| Participant deferral / active EE | $4,848 | $2,374+104.2% | $3,096+56.6% | $3,203+51.4% |
| Admin fee / account holder | $5,697 | $2,592+119.8% | $3,139+81.5% | $4,296+32.6% |