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 | $36,014 | $62,586-42.5% | $76,768-53.1% | $64,186-43.9% |
| Participation rate | 95.7% | 72.8%+22.9pp | 77.0%+18.8pp | 69.6%+26.1pp |
| Annual return | -8.87% | -1.95%-6.9pp | 2.43%-11.3pp | 7.63%-16.5pp |
| Employer contribution / active EE | $3,961 | $1,832+116.2% | $2,485+59.4% | $2,381+66.4% |
| Participant deferral / active EE | $3,495 | $3,145+11.1% | $3,852-9.3% | $3,470+0.7% |
| Admin fee / account holder | $2,281 | $4,667-51.1% | $6,675-65.8% | $4,888-53.3% |