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 | $13,575 | $49,280-72.5% | $67,313-79.8% | $64,186-78.9% |
| Participation rate | 76.7% | 60.8%+15.9pp | 69.1%+7.6pp | 69.6%+7.1pp |
| Annual return | -8.31% | -1.39%-6.9pp | -4.08%-4.2pp | 7.63%-15.9pp |
| Employer contribution / active EE | $1,762 | $1,668+5.6% | $2,566-31.3% | $2,381-26.0% |
| Participant deferral / active EE | $3,236 | $2,484+30.3% | $3,568-9.3% | $3,470-6.7% |
| Admin fee / account holder | $1,172 | $3,863-69.7% | $4,507-74.0% | $4,888-76.0% |