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 | $31,437 | $49,280-36.2% | $67,313-53.3% | $64,186-51.0% |
| Participation rate | 96.0% | 60.8%+35.2pp | 69.1%+26.9pp | 69.6%+26.4pp |
| Annual return | -8.40% | -1.39%-7.0pp | -4.08%-4.3pp | 7.63%-16.0pp |
| Employer contribution / active EE | $1,851 | $1,668+10.9% | $2,566-27.9% | $2,381-22.3% |
| Participant deferral / active EE | $1,858 | $2,484-25.2% | $3,568-47.9% | $3,470-46.4% |
| Admin fee / account holder | $2,776 | $3,863-28.1% | $4,507-38.4% | $4,888-43.2% |