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 | $25,031 | $90,503-72.3% | $78,689-68.2% | $273,961-90.9% |
| Participation rate | 83.3% | 76.5%+6.8pp | 73.6%+9.8pp | 83.0%+0.3pp |
| Annual return | -2.97% | 75.60%-78.6pp | 62.18%-65.1pp | 41.45%-44.4pp |
| Employer contribution / active EE | $1,458 | $3,176-54.1% | $2,851-48.8% | $4,869-70.0% |
| Participant deferral / active EE | $2,265 | $3,901-41.9% | $3,517-35.6% | $5,287-57.2% |
| Admin fee / account holder | $18,184 | $5,263+245.5% | $4,510+303.2% | $10,132+79.5% |