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 | $37,107 | $62,586-40.7% | $76,768-51.7% | $64,186-42.2% |
| Participation rate | 91.5% | 72.8%+18.7pp | 77.0%+14.5pp | 69.6%+21.9pp |
| Annual return | -8.43% | -1.95%-6.5pp | 2.43%-10.9pp | 7.63%-16.1pp |
| Employer contribution / active EE | $1,317 | $1,832-28.1% | $2,485-47.0% | $2,381-44.7% |
| Participant deferral / active EE | $1,968 | $3,145-37.4% | $3,852-48.9% | $3,470-43.3% |
| Admin fee / account holder | $2,509 | $4,667-46.2% | $6,675-62.4% | $4,888-48.7% |