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 | $26,815 | $62,586-57.2% | $76,768-65.1% | $64,186-58.2% |
| Participation rate | 83.9% | 72.8%+11.1pp | 77.0%+6.9pp | 69.6%+14.3pp |
| Annual return | -12.34% | -1.95%-10.4pp | 2.43%-14.8pp | 7.63%-20.0pp |
| Employer contribution / active EE | $2,136 | $1,832+16.6% | $2,485-14.1% | $2,381-10.3% |
| Participant deferral / active EE | $3,651 | $3,145+16.1% | $3,852-5.2% | $3,470+5.2% |
| Admin fee / account holder | $3,401 | $4,667-27.1% | $6,675-49.1% | $4,888-30.4% |