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 | $58,085 | $54,380+6.8% | $68,509-15.2% | $59,632-2.6% |
| Participation rate | 79.3% | 70.2%+9.1pp | 74.7%+4.6pp | 68.7%+10.6pp |
| Annual return | -2.76% | 2.83%-5.6pp | 8.27%-11.0pp | 2041.28%-2044.0pp |
| Employer contribution / active EE | $1,521 | $1,539-1.1% | $2,278-33.2% | $2,203-30.9% |
| Participant deferral / active EE | $2,626 | $2,643-0.6% | $3,382-22.4% | $3,192-17.7% |
| Admin fee / account holder | $2,478 | $3,885-36.2% | $5,275-53.0% | $4,297-42.3% |