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 | $45,222 | $42,383+6.7% | $76,523-40.9% | $64,186-29.5% |
| Participation rate | 92.5% | 58.1%+34.4pp | 68.0%+24.5pp | 69.6%+22.9pp |
| Annual return | -10.90% | -16.54%+5.6pp | -0.27%-10.6pp | 7.63%-18.5pp |
| Employer contribution / active EE | $1,738 | $1,563+11.2% | $2,647-34.4% | $2,381-27.0% |
| Participant deferral / active EE | $3,627 | $2,566+41.3% | $3,835-5.4% | $3,470+4.5% |
| Admin fee / account holder | $5,479 | $3,198+71.3% | $4,848+13.0% | $4,888+12.1% |