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 | $29,934 | $58,828-49.1% | $77,999-61.6% | $62,891-52.4% |
| Participation rate | 85.7% | 71.1%+14.7pp | 75.5%+10.2pp | 69.3%+16.4pp |
| Annual return | -1.60% | 17.16%-18.8pp | 425.96%-427.6pp | 20.14%-21.7pp |
| Employer contribution / active EE | $2,217 | $1,672+32.6% | $2,470-10.2% | $2,281-2.8% |
| Participant deferral / active EE | $2,692 | $2,686+0.2% | $3,497-23.0% | $3,203-16.0% |
| Admin fee / account holder | $24,675 | $4,393+461.7% | $5,480+350.2% | $4,296+474.4% |