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 | $49,797 | $62,586-20.4% | $76,768-35.1% | $64,186-22.4% |
| Participation rate | 95.5% | 72.8%+22.6pp | 77.0%+18.5pp | 69.6%+25.9pp |
| Annual return | -7.78% | -1.95%-5.8pp | 2.43%-10.2pp | 7.63%-15.4pp |
| Employer contribution / active EE | $1,231 | $1,832-32.8% | $2,485-50.5% | $2,381-48.3% |
| Participant deferral / active EE | $2,921 | $3,145-7.1% | $3,852-24.2% | $3,470-15.8% |
| Admin fee / account holder | $1,140 | $4,667-75.6% | $6,675-82.9% | $4,888-76.7% |