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 | $58,729 | $49,280+19.2% | $67,313-12.8% | $64,186-8.5% |
| Participation rate | 71.7% | 60.8%+10.9pp | 69.1%+2.6pp | 69.6%+2.1pp |
| Annual return | -8.49% | -1.39%-7.1pp | -4.08%-4.4pp | 7.63%-16.1pp |
| Employer contribution / active EE | $714 | $1,668-57.2% | $2,566-72.2% | $2,381-70.0% |
| Participant deferral / active EE | $5,236 | $2,484+110.8% | $3,568+46.8% | $3,470+50.9% |
| Admin fee / account holder | $4,337 | $3,863+12.3% | $4,507-3.8% | $4,888-11.3% |