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 | $14,488 | $90,503-84.0% | $78,689-81.6% | $273,961-94.7% |
| Participation rate | 85.0% | 76.5%+8.5pp | 73.6%+11.4pp | 83.0%+2.0pp |
| Annual return | -0.23% | 75.60%-75.8pp | 62.18%-62.4pp | 41.45%-41.7pp |
| Employer contribution / active EE | $1,928 | $3,176-39.3% | $2,851-32.4% | $4,869-60.4% |
| Participant deferral / active EE | $1,046 | $3,901-73.2% | $3,517-70.3% | $5,287-80.2% |
| Admin fee / account holder | $1,389 | $5,263-73.6% | $4,510-69.2% | $10,132-86.3% |