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 | $52,387 | $62,586-16.3% | $76,768-31.8% | $64,186-18.4% |
| Participation rate | 86.0% | 72.8%+13.2pp | 77.0%+9.1pp | 69.6%+16.5pp |
| Annual return | -9.15% | -1.95%-7.2pp | 2.43%-11.6pp | 7.63%-16.8pp |
| Employer contribution / active EE | $2,137 | $1,832+16.7% | $2,485-14.0% | $2,381-10.2% |
| Participant deferral / active EE | $3,169 | $3,145+0.8% | $3,852-17.7% | $3,470-8.7% |
| Admin fee / account holder | $2,418 | $4,667-48.2% | $6,675-63.8% | $4,888-50.5% |