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 | $33,916 | $61,660-45.0% | $80,019-57.6% | $64,186-47.2% |
| Participation rate | 86.1% | 71.7%+14.4pp | 75.8%+10.3pp | 69.6%+16.5pp |
| Annual return | -8.47% | -0.33%-8.1pp | 11.22%-19.7pp | 7.63%-16.1pp |
| Employer contribution / active EE | $1,296 | $1,810-28.4% | $2,468-47.5% | $2,381-45.6% |
| Participant deferral / active EE | $2,091 | $2,968-29.6% | $3,686-43.3% | $3,470-39.7% |
| Admin fee / account holder | $2,041 | $5,417-62.3% | $6,521-68.7% | $4,888-58.2% |