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 | $16,645 | $48,076-65.4% | $78,689-78.8% | $62,891-73.5% |
| Participation rate | 97.2% | 65.2%+32.0pp | 73.6%+23.7pp | 69.3%+27.9pp |
| Annual return | -2.28% | 31.35%-33.6pp | 62.18%-64.5pp | 20.14%-22.4pp |
| Employer contribution / active EE | $2,260 | $2,015+12.2% | $2,851-20.7% | $2,281-0.9% |
| Participant deferral / active EE | $1,205 | $2,588-53.5% | $3,517-65.8% | $3,203-62.4% |
| Admin fee / account holder | $2,384 | $3,207-25.7% | $4,510-47.1% | $4,296-44.5% |