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 | $27,049 | $50,958-46.9% | $74,550-63.7% | $64,186-57.9% |
| Participation rate | 93.1% | 61.1%+32.0pp | 69.1%+24.0pp | 69.6%+23.5pp |
| Annual return | -11.28% | -1.86%-9.4pp | 32.53%-43.8pp | 7.63%-18.9pp |
| Employer contribution / active EE | $880 | $1,115-21.1% | $1,961-55.1% | $2,381-63.0% |
| Participant deferral / active EE | $2,252 | $2,301-2.1% | $3,108-27.5% | $3,470-35.1% |
| Admin fee / account holder | $316 | $4,223-92.5% | $5,060-93.7% | $4,888-93.5% |