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 | $40,606 | $62,586-35.1% | $76,768-47.1% | $64,186-36.7% |
| Participation rate | 72.4% | 72.8%-0.4pp | 77.0%-4.5pp | 69.6%+2.8pp |
| Annual return | -7.97% | -1.95%-6.0pp | 2.43%-10.4pp | 7.63%-15.6pp |
| Employer contribution / active EE | $1,274 | $1,832-30.5% | $2,485-48.7% | $2,381-46.5% |
| Participant deferral / active EE | $3,373 | $3,145+7.3% | $3,852-12.4% | $3,470-2.8% |
| Admin fee / account holder | $3,652 | $4,667-21.7% | $6,675-45.3% | $4,888-25.3% |