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 | $41,150 | $72,492-43.2% | $87,100-52.8% | $72,985-43.6% |
| Participation rate | 73.1% | 72.8%+0.3pp | 76.9%-3.8pp | 69.5%+3.6pp |
| Annual return | -0.38% | 24.46%-24.8pp | 28.19%-28.6pp | 81.00%-81.4pp |
| Employer contribution / active EE | $1,881 | $1,894-0.7% | $2,521-25.4% | $2,440-22.9% |
| Participant deferral / active EE | $3,683 | $3,270+12.7% | $4,049-9.0% | $3,607+2.1% |
| Admin fee / account holder | $1,621 | $5,055-67.9% | $7,497-78.4% | $5,124-68.4% |