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 | $18,961 | $52,681-64.0% | $75,781-75.0% | $59,632-68.2% |
| Participation rate | 70.4% | 67.2%+3.1pp | 75.8%-5.4pp | 68.7%+1.7pp |
| Annual return | -3.06% | 2.95%-6.0pp | 9.68%-12.7pp | 2041.28%-2044.3pp |
| Employer contribution / active EE | $489 | $2,193-77.7% | $3,323-85.3% | $2,203-77.8% |
| Participant deferral / active EE | $2,434 | $2,591-6.1% | $3,651-33.3% | $3,192-23.7% |
| Admin fee / account holder | $583 | $3,610-83.9% | $5,299-89.0% | $4,297-86.4% |