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 | $25,577 | $127,386-79.9% | $115,037-77.8% | $125,391-79.6% |
| Participation rate | 77.8% | 84.2%-6.4pp | 81.4%-3.6pp | 83.2%-5.4pp |
| Annual return | -4.10% | 31.28%-35.4pp | 26.14%-30.2pp | 282.22%-286.3pp |
| Employer contribution / active EE | $1,705 | $5,166-67.0% | $4,608-63.0% | $4,866-65.0% |
| Participant deferral / active EE | $2,097 | $6,423-67.3% | $6,026-65.2% | $5,352-60.8% |
| Admin fee / account holder | $1,593 | $9,516-83.3% | $8,175-80.5% | $9,540-83.3% |