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 | $17,105 | $54,726-68.7% | $68,793-75.1% | $64,186-73.4% |
| Participation rate | 88.0% | 68.0%+20.0pp | 72.2%+15.8pp | 69.6%+18.4pp |
| Annual return | -8.43% | -1.62%-6.8pp | -4.63%-3.8pp | 7.63%-16.1pp |
| Employer contribution / active EE | $3,614 | $1,846+95.8% | $2,625+37.7% | $2,381+51.8% |
| Participant deferral / active EE | $3,398 | $2,626+29.4% | $3,311+2.6% | $3,470-2.1% |
| Admin fee / account holder | $689 | $4,027-82.9% | $5,131-86.6% | $4,888-85.9% |