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 | $39,695 | $56,484-29.7% | $169,463-76.6% | $64,186-38.2% |
| Participation rate | 84.1% | 64.5%+19.5pp | 77.8%+6.3pp | 69.6%+14.5pp |
| Annual return | -8.54% | -1.55%-7.0pp | 1.83%-10.4pp | 7.63%-16.2pp |
| Employer contribution / active EE | $1,632 | $1,832-10.9% | $4,159-60.8% | $2,381-31.5% |
| Participant deferral / active EE | $2,179 | $3,448-36.8% | $5,277-58.7% | $3,470-37.2% |
| Admin fee / account holder | $3,469 | $4,174-16.9% | $9,109-61.9% | $4,888-29.0% |