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 | $38,563 | $62,586-38.4% | $76,768-49.8% | $64,186-39.9% |
| Participation rate | 80.6% | 72.8%+7.8pp | 77.0%+3.7pp | 69.6%+11.1pp |
| Annual return | -9.75% | -1.95%-7.8pp | 2.43%-12.2pp | 7.63%-17.4pp |
| Employer contribution / active EE | $1,102 | $1,832-39.8% | $2,485-55.7% | $2,381-53.7% |
| Participant deferral / active EE | $2,442 | $3,145-22.4% | $3,852-36.6% | $3,470-29.6% |
| Admin fee / account holder | $4,881 | $4,667+4.6% | $6,675-26.9% | $4,888-0.1% |