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 | $93,133 | $99,341-6.2% | $84,750+9.9% | $273,961-66.0% |
| Participation rate | 73.3% | 80.7%-7.4pp | 76.6%-3.3pp | 83.0%-9.7pp |
| Annual return | -5.21% | 22.93%-28.1pp | 22.78%-28.0pp | 41.45%-46.7pp |
| Employer contribution / active EE | $1,372 | $4,214-67.4% | $3,574-61.6% | $4,869-71.8% |
| Participant deferral / active EE | $2,378 | $4,269-44.3% | $3,712-35.9% | $5,287-55.0% |
| Admin fee / account holder | $893 | $6,644-86.6% | $5,332-83.2% | $10,132-91.2% |