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 | $27,879 | $43,327-35.7% | $59,878-53.4% | $64,186-56.6% |
| Participation rate | 72.7% | 69.2%+3.6pp | 74.7%-2.0pp | 69.6%+3.2pp |
| Annual return | -10.11% | -1.55%-8.6pp | 3.46%-13.6pp | 7.63%-17.7pp |
| Employer contribution / active EE | $1,227 | $2,028-39.5% | $2,722-54.9% | $2,381-48.5% |
| Participant deferral / active EE | $2,307 | $2,546-9.4% | $3,402-32.2% | $3,470-33.5% |
| Admin fee / account holder | $824 | $3,005-72.6% | $3,590-77.0% | $4,888-83.1% |