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 | $26,436 | $88,707-70.2% | $74,183-64.4% | $273,961-90.4% |
| Participation rate | 83.3% | 79.4%+3.9pp | 76.6%+6.7pp | 83.0%+0.3pp |
| Annual return | -0.98% | 11.94%-12.9pp | 17.74%-18.7pp | 41.45%-42.4pp |
| Employer contribution / active EE | $1,852 | $3,159-41.4% | $2,370-21.8% | $4,869-62.0% |
| Participant deferral / active EE | $1,697 | $4,212-59.7% | $3,550-52.2% | $5,287-67.9% |
| Admin fee / account holder | $565 | $8,717-93.5% | $5,586-89.9% | $10,132-94.4% |