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 | $23,648 | $71,883-67.1% | $86,677-72.7% | $68,494-65.5% |
| Participation rate | 82.8% | 72.2%+10.5pp | 76.6%+6.2pp | 67.9%+14.9pp |
| Annual return | -20.88% | 3.52%-24.4pp | 35.91%-56.8pp | -7.84%-13.0pp |
| Employer contribution / active EE | $1,856 | $2,173-14.6% | $2,836-34.6% | $2,596-28.5% |
| Participant deferral / active EE | $2,463 | $3,779-34.8% | $4,656-47.1% | $4,027-38.9% |
| Admin fee / account holder | $4,484 | $6,112-26.6% | $7,493-40.2% | $5,403-17.0% |