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 | $31,962 | $99,341-67.8% | $84,750-62.3% | $273,961-88.3% |
| Participation rate | 75.0% | 80.7%-5.7pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | -8.57% | 22.93%-31.5pp | 22.78%-31.4pp | 41.45%-50.0pp |
| Employer contribution / active EE | $2,251 | $4,214-46.6% | $3,574-37.0% | $4,869-53.8% |
| Participant deferral / active EE | $4,390 | $4,269+2.8% | $3,712+18.3% | $5,287-17.0% |
| Admin fee / account holder | $1,907 | $6,644-71.3% | $5,332-64.2% | $10,132-81.2% |