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 | $72,542 | $62,586+15.9% | $76,768-5.5% | $64,186+13.0% |
| Participation rate | 98.8% | 72.8%+26.0pp | 77.0%+21.8pp | 69.6%+29.2pp |
| Annual return | -7.51% | -1.95%-5.6pp | 2.43%-9.9pp | 7.63%-15.1pp |
| Employer contribution / active EE | $2,036 | $1,832+11.1% | $2,485-18.1% | $2,381-14.5% |
| Participant deferral / active EE | $3,852 | $3,145+22.5% | $3,8520% | $3,470+11.0% |
| Admin fee / account holder | $3,746 | $4,667-19.7% | $6,675-43.9% | $4,888-23.4% |