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 5-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 | $37,405 | $71,883-48.0% | $86,677-56.8% | $68,494-45.4% |
| Participation rate | 80.0% | 72.2%+7.8pp | 76.6%+3.4pp | 67.9%+12.1pp |
| Annual return | -18.90% | 3.52%-22.4pp | 35.91%-54.8pp | -7.84%-11.1pp |
| Employer contribution / active EE | $1,929 | $2,173-11.2% | $2,836-32.0% | $2,596-25.7% |
| Participant deferral / active EE | $4,029 | $3,779+6.6% | $4,656-13.4% | $4,027+0.1% |
| Admin fee / account holder | $1,149 | $6,112-81.2% | $7,493-84.7% | $5,403-78.7% |