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 | $23,669 | $99,341-76.2% | $84,750-72.1% | $273,961-91.4% |
| Participation rate | 94.1% | 80.7%+13.4pp | 76.6%+17.5pp | 83.0%+11.1pp |
| Annual return | -1.94% | 22.93%-24.9pp | 22.78%-24.7pp | 41.45%-43.4pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,826 | $4,269-33.8% | $3,712-23.9% | $5,287-46.5% |
| Admin fee / account holder | $1,869 | $6,644-71.9% | $5,332-64.9% | $10,132-81.6% |