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 | $20,136 | $43,327-53.5% | $59,878-66.4% | $64,186-68.6% |
| Participation rate | 75.3% | 69.2%+6.2pp | 74.7%+0.6pp | 69.6%+5.8pp |
| Annual return | -7.97% | -1.55%-6.4pp | 3.46%-11.4pp | 7.63%-15.6pp |
| Employer contribution / active EE | $951 | $2,028-53.1% | $2,722-65.0% | $2,381-60.0% |
| Participant deferral / active EE | $2,435 | $2,546-4.4% | $3,402-28.4% | $3,470-29.8% |
| Admin fee / account holder | $3,918 | $3,005+30.4% | $3,590+9.1% | $4,888-19.8% |