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 | $39,717 | $62,586-36.5% | $76,768-48.3% | $64,186-38.1% |
| Participation rate | 85.5% | 72.8%+12.6pp | 77.0%+8.5pp | 69.6%+15.9pp |
| Annual return | -7.91% | -1.95%-6.0pp | 2.43%-10.3pp | 7.63%-15.5pp |
| Employer contribution / active EE | $1,154 | $1,832-37.0% | $2,485-53.5% | $2,381-51.5% |
| Participant deferral / active EE | $4,926 | $3,145+56.7% | $3,852+27.9% | $3,470+42.0% |
| Admin fee / account holder | $1,917 | $4,667-58.9% | $6,675-71.3% | $4,888-60.8% |