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 | $15,252 | $42,383-64.0% | $76,523-80.1% | $64,186-76.2% |
| Participation rate | 80.0% | 58.1%+21.9pp | 68.0%+12.0pp | 69.6%+10.4pp |
| Annual return | -11.33% | -16.54%+5.2pp | -0.27%-11.1pp | 7.63%-19.0pp |
| Employer contribution / active EE | $1,632 | $1,563+4.4% | $2,647-38.4% | $2,381-31.5% |
| Participant deferral / active EE | $3,257 | $2,566+26.9% | $3,835-15.1% | $3,470-6.1% |
| Admin fee / account holder | $1,295 | $3,198-59.5% | $4,848-73.3% | $4,888-73.5% |