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 | $24,486 | $69,518-64.8% | $59,878-59.1% | $135,375-81.9% |
| Participation rate | 72.7% | 77.8%-5.1pp | 74.7%-2.0pp | 82.6%-9.9pp |
| Annual return | -12.26% | 7.94%-20.2pp | 3.46%-15.7pp | 519.73%-532.0pp |
| Employer contribution / active EE | $1,920 | $3,235-40.6% | $2,722-29.5% | $4,779-59.8% |
| Participant deferral / active EE | $2,323 | $4,206-44.8% | $3,402-31.7% | $5,609-58.6% |
| Admin fee / account holder | $392 | $5,734-93.2% | $3,590-89.1% | $10,827-96.4% |