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 | $30,221 | $62,586-51.7% | $76,768-60.6% | $64,186-52.9% |
| Participation rate | 81.5% | 72.8%+8.7pp | 77.0%+4.6pp | 69.6%+12.0pp |
| Annual return | -7.84% | -1.95%-5.9pp | 2.43%-10.3pp | 7.63%-15.5pp |
| Employer contribution / active EE | $1,306 | $1,832-28.7% | $2,485-47.4% | $2,381-45.1% |
| Participant deferral / active EE | $2,231 | $3,145-29.1% | $3,852-42.1% | $3,470-35.7% |
| Admin fee / account holder | $1,864 | $4,667-60.1% | $6,675-72.1% | $4,888-61.9% |