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 | $34,762 | $39,122-11.1% | $57,179-39.2% | $62,891-44.7% |
| Participation rate | 97.3% | 70.5%+26.8pp | 75.3%+22.0pp | 69.3%+28.0pp |
| Annual return | -0.40% | 9.23%-9.6pp | 14.59%-15.0pp | 20.14%-20.5pp |
| Employer contribution / active EE | $2,072 | $1,874+10.6% | $2,682-22.7% | $2,281-9.1% |
| Participant deferral / active EE | $3,897 | $2,374+64.1% | $3,096+25.9% | $3,203+21.7% |
| Admin fee / account holder | $4,327 | $2,592+66.9% | $3,139+37.8% | $4,296+0.7% |