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 | $45,890 | $50,464-9.1% | $75,781-39.4% | $52,331-12.3% |
| Participation rate | 76.1% | 66.8%+9.4pp | 75.8%+0.3pp | 68.1%+8.0pp |
| Annual return | -2.61% | 1.03%-3.6pp | 9.68%-12.3pp | 4.54%-7.1pp |
| Employer contribution / active EE | $2,036 | $1,988+2.4% | $3,323-38.7% | $1,882+8.2% |
| Participant deferral / active EE | $2,936 | $2,570+14.2% | $3,651-19.6% | $3,022-2.9% |
| Admin fee / account holder | $2,836 | $1,103+157.1% | $5,299-46.5% | $592+379.4% |