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 | $32,310 | $62,586-48.4% | $76,768-57.9% | $64,186-49.7% |
| Participation rate | 89.3% | 72.8%+16.5pp | 77.0%+12.3pp | 69.6%+19.7pp |
| Annual return | -12.17% | -1.95%-10.2pp | 2.43%-14.6pp | 7.63%-19.8pp |
| Employer contribution / active EE | $2,034 | $1,832+11.0% | $2,485-18.2% | $2,381-14.6% |
| Participant deferral / active EE | $3,687 | $3,145+17.3% | $3,852-4.3% | $3,470+6.3% |
| Admin fee / account holder | $1,289 | $4,667-72.4% | $6,675-80.7% | $4,888-73.6% |