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 | $29,604 | $140,588-78.9% | $123,104-76.0% | $125,391-76.4% |
| Participation rate | 71.4% | 88.2%-16.8pp | 86.8%-15.3pp | 83.2%-11.8pp |
| Annual return | -4.79% | 16.80%-21.6pp | 13.22%-18.0pp | 282.22%-287.0pp |
| Employer contribution / active EE | $1,501 | $6,041-75.2% | $5,151-70.9% | $4,866-69.2% |
| Participant deferral / active EE | $6,940 | $6,980-0.6% | $6,230+11.4% | $5,352+29.7% |
| Admin fee / account holder | $366 | $11,198-96.7% | $9,015-95.9% | $9,540-96.2% |