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 | $57,504 | $62,586-8.1% | $76,768-25.1% | $64,186-10.4% |
| Participation rate | 76.0% | 72.8%+3.2pp | 77.0%-1.0pp | 69.6%+6.4pp |
| Annual return | -9.48% | -1.95%-7.5pp | 2.43%-11.9pp | 7.63%-17.1pp |
| Employer contribution / active EE | $1,801 | $1,832-1.7% | $2,485-27.5% | $2,381-24.4% |
| Participant deferral / active EE | $3,845 | $3,145+22.3% | $3,852-0.2% | $3,470+10.8% |
| Admin fee / account holder | $15,222 | $4,667+226.2% | $6,675+128.1% | $4,888+211.4% |