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 | $34,440 | $59,101-41.7% | $77,163-55.4% | $75,163-54.2% |
| Participation rate | 80.6% | 63.9%+16.8pp | 69.6%+11.1pp | 67.2%+13.5pp |
| Annual return | -2.41% | 26.71%-29.1pp | 37.87%-40.3pp | 160.62%-163.0pp |
| Employer contribution / active EE | $1,083 | $1,995-45.7% | $2,535-57.3% | $2,670-59.4% |
| Participant deferral / active EE | $3,052 | $2,999+1.8% | $3,833-20.4% | $4,125-26.0% |
| Admin fee / account holder | $5,183 | $4,774+8.6% | $5,472-5.3% | $5,651-8.3% |