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 | $35,148 | $80,968-56.6% | $96,544-63.6% | $75,163-53.2% |
| Participation rate | 81.0% | 71.8%+9.2pp | 76.0%+5.0pp | 67.2%+13.8pp |
| Annual return | -4.36% | 27.06%-31.4pp | 25.84%-30.2pp | 160.62%-165.0pp |
| Employer contribution / active EE | $1,381 | $2,282-39.5% | $2,965-53.4% | $2,670-48.3% |
| Participant deferral / active EE | $1,920 | $3,928-51.1% | $4,851-60.4% | $4,125-53.5% |
| Admin fee / account holder | $1,136 | $6,724-83.1% | $8,252-86.2% | $5,651-79.9% |