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 | $67,724 | $61,660+9.8% | $80,019-15.4% | $64,186+5.5% |
| Participation rate | 77.5% | 71.7%+5.8pp | 75.8%+1.7pp | 69.6%+7.9pp |
| Annual return | -8.90% | -0.33%-8.6pp | 11.22%-20.1pp | 7.63%-16.5pp |
| Employer contribution / active EE | $1,609 | $1,810-11.1% | $2,468-34.8% | $2,381-32.4% |
| Participant deferral / active EE | $2,605 | $2,968-12.2% | $3,686-29.3% | $3,470-24.9% |
| Admin fee / account holder | $1,694 | $5,417-68.7% | $6,521-74.0% | $4,888-65.3% |