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 | $16,223 | $90,503-82.1% | $78,689-79.4% | $273,961-94.1% |
| Participation rate | 75.0% | 76.5%-1.5pp | 73.6%+1.4pp | 83.0%-8.0pp |
| Annual return | -9.74% | 75.60%-85.3pp | 62.18%-71.9pp | 41.45%-51.2pp |
| Employer contribution / active EE | $2,552 | $3,176-19.6% | $2,851-10.5% | $4,869-47.6% |
| Participant deferral / active EE | $2,459 | $3,901-37.0% | $3,517-30.1% | $5,287-53.5% |
| Admin fee / account holder | $5,407 | $5,263+2.7% | $4,510+19.9% | $10,132-46.6% |