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 | $26,307 | $62,586-58.0% | $76,768-65.7% | $64,186-59.0% |
| Participation rate | 96.4% | 72.8%+23.6pp | 77.0%+19.5pp | 69.6%+26.9pp |
| Annual return | -7.69% | -1.95%-5.7pp | 2.43%-10.1pp | 7.63%-15.3pp |
| Employer contribution / active EE | $1,786 | $1,832-2.5% | $2,485-28.1% | $2,381-25.0% |
| Participant deferral / active EE | $2,815 | $3,145-10.5% | $3,852-26.9% | $3,470-18.9% |
| Admin fee / account holder | $862 | $4,667-81.5% | $6,675-87.1% | $4,888-82.4% |