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 | $50,868 | $71,883-29.2% | $86,677-41.3% | $68,494-25.7% |
| Participation rate | 71.4% | 72.2%-0.8pp | 76.6%-5.1pp | 67.9%+3.5pp |
| Annual return | -18.83% | 3.52%-22.4pp | 35.91%-54.7pp | -7.84%-11.0pp |
| Employer contribution / active EE | $1,998 | $2,173-8.1% | $2,836-29.6% | $2,596-23.1% |
| Participant deferral / active EE | $3,664 | $3,779-3.0% | $4,656-21.3% | $4,027-9.0% |
| Admin fee / account holder | $6,758 | $6,112+10.6% | $7,493-9.8% | $5,403+25.1% |