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 | $47,000 | $43,327+8.5% | $59,878-21.5% | $64,186-26.8% |
| Participation rate | 75.6% | 69.2%+6.4pp | 74.7%+0.9pp | 69.6%+6.0pp |
| Annual return | -7.19% | -1.55%-5.6pp | 3.46%-10.7pp | 7.63%-14.8pp |
| Employer contribution / active EE | $406 | $2,028-80.0% | $2,722-85.1% | $2,381-82.9% |
| Participant deferral / active EE | $3,929 | $2,546+54.3% | $3,402+15.5% | $3,470+13.2% |
| Admin fee / account holder | $1,216 | $3,005-59.5% | $3,590-66.1% | $4,888-75.1% |