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 9-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 | $30,069 | $69,977-57.0% | $108,579-72.3% | $62,891-52.2% |
| Participation rate | 72.0% | 72.9%-0.9pp | 79.6%-7.6pp | 69.3%+2.7pp |
| Annual return | -5.51% | 10.73%-16.2pp | -51.70%+46.2pp | 20.14%-25.7pp |
| Employer contribution / active EE | $1,755 | $2,135-17.8% | $3,758-53.3% | $2,281-23.1% |
| Participant deferral / active EE | $3,393 | $3,165+7.2% | $4,311-21.3% | $3,203+5.9% |
| Admin fee / account holder | $473 | $5,076-90.7% | $7,645-93.8% | $4,296-89.0% |