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 | $62,919 | $95,762-34.3% | $379,746-83.4% | $79,858-21.2% |
| Participation rate | 88.0% | 74.0%+14.0pp | 78.4%+9.6pp | 69.6%+18.4pp |
| Annual return | -7.29% | 18.26%-25.6pp | 34.90%-42.2pp | 31.71%-39.0pp |
| Employer contribution / active EE | $2,961 | $2,695+9.8% | $3,540-16.4% | $2,471+19.8% |
| Participant deferral / active EE | $4,350 | $4,705-7.5% | $6,024-27.8% | $3,740+16.3% |
| Admin fee / account holder | $11,464 | $6,745+70.0% | $7,927+44.6% | $5,306+116.0% |