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 | $24,794 | $71,883-65.5% | $86,677-71.4% | $68,494-63.8% |
| Participation rate | 96.4% | 72.2%+24.2pp | 76.6%+19.9pp | 67.9%+28.5pp |
| Annual return | -19.40% | 3.52%-22.9pp | 35.91%-55.3pp | -7.84%-11.6pp |
| Employer contribution / active EE | $1,756 | $2,173-19.2% | $2,836-38.1% | $2,596-32.4% |
| Participant deferral / active EE | $6,194 | $3,779+63.9% | $4,656+33.0% | $4,027+53.8% |
| Admin fee / account holder | $427 | $6,112-93.0% | $7,493-94.3% | $5,403-92.1% |