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 8-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 | $30,187 | $48,076-37.2% | $78,689-61.6% | $62,891-52.0% |
| Participation rate | 74.6% | 65.2%+9.4pp | 73.6%+1.1pp | 69.3%+5.3pp |
| Annual return | -2.24% | 31.35%-33.6pp | 62.18%-64.4pp | 20.14%-22.4pp |
| Employer contribution / active EE | $1,586 | $2,015-21.3% | $2,851-44.4% | $2,281-30.5% |
| Participant deferral / active EE | $1,234 | $2,588-52.3% | $3,517-64.9% | $3,203-61.5% |
| Admin fee / account holder | $6,679 | $3,207+108.2% | $4,510+48.1% | $4,296+55.5% |