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 | $35,620 | $90,503-60.6% | $78,689-54.7% | $273,961-87.0% |
| Participation rate | 80.0% | 76.5%+3.5pp | 73.6%+6.4pp | 83.0%-3.0pp |
| Annual return | -2.40% | 75.60%-78.0pp | 62.18%-64.6pp | 41.45%-43.8pp |
| Employer contribution / active EE | $1,808 | $3,176-43.1% | $2,851-36.6% | $4,869-62.9% |
| Participant deferral / active EE | $4,340 | $3,901+11.2% | $3,517+23.4% | $5,287-17.9% |
| Admin fee / account holder | $9,075 | $5,263+72.4% | $4,510+101.2% | $10,132-10.4% |