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 | $33,587 | $39,122-14.1% | $57,179-41.3% | $62,891-46.6% |
| Participation rate | 76.1% | 70.5%+5.6pp | 75.3%+0.7pp | 69.3%+6.8pp |
| Annual return | -2.81% | 9.23%-12.0pp | 14.59%-17.4pp | 20.14%-23.0pp |
| Employer contribution / active EE | $1,247 | $1,874-33.4% | $2,682-53.5% | $2,281-45.3% |
| Participant deferral / active EE | $5,148 | $2,374+116.9% | $3,096+66.3% | $3,203+60.7% |
| Admin fee / account holder | $4,074 | $2,592+57.2% | $3,139+29.8% | $4,296-5.2% |