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 | $50,159 | $53,596-6.4% | $90,645-44.7% | $64,186-21.9% |
| Participation rate | 73.8% | 64.5%+9.3pp | 74.0%-0.3pp | 69.6%+4.2pp |
| Annual return | -8.43% | 4.41%-12.8pp | 1.88%-10.3pp | 7.63%-16.1pp |
| Employer contribution / active EE | $548 | $1,503-63.5% | $2,532-78.3% | $2,381-77.0% |
| Participant deferral / active EE | $1,972 | $2,459-19.8% | $3,425-42.4% | $3,470-43.2% |
| Admin fee / account holder | $334 | $3,868-91.4% | $4,994-93.3% | $4,888-93.2% |