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 | $55,045 | $49,280+11.7% | $67,313-18.2% | $64,186-14.2% |
| Participation rate | 72.2% | 60.8%+11.4pp | 69.1%+3.1pp | 69.6%+2.7pp |
| Annual return | -8.56% | -1.39%-7.2pp | -4.08%-4.5pp | 7.63%-16.2pp |
| Employer contribution / active EE | $1,339 | $1,668-19.8% | $2,566-47.8% | $2,381-43.8% |
| Participant deferral / active EE | $3,127 | $2,484+25.9% | $3,568-12.4% | $3,470-9.9% |
| Admin fee / account holder | $1,879 | $3,863-51.4% | $4,507-58.3% | $4,888-61.6% |