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 | $38,585 | $63,764-39.5% | $81,930-52.9% | $79,858-51.7% |
| Participation rate | 97.4% | 67.5%+29.9pp | 72.0%+25.4pp | 69.6%+27.8pp |
| Annual return | -4.91% | 22.66%-27.6pp | 29.49%-34.4pp | 31.71%-36.6pp |
| Employer contribution / active EE | $1,494 | $1,795-16.8% | $4,310-65.3% | $2,471-39.5% |
| Participant deferral / active EE | $1,506 | $2,780-45.8% | $7,107-78.8% | $3,740-59.7% |
| Admin fee / account holder | $6,359 | $4,426+43.7% | $5,158+23.3% | $5,306+19.8% |