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 9-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 | $25,730 | $61,660-58.3% | $80,019-67.8% | $64,186-59.9% |
| Participation rate | 72.2% | 71.7%+0.5pp | 75.8%-3.6pp | 69.6%+2.7pp |
| Annual return | -8.61% | -0.33%-8.3pp | 11.22%-19.8pp | 7.63%-16.2pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,195 | $2,968+7.7% | $3,686-13.3% | $3,470-7.9% |
| Admin fee / account holder | $344 | $5,417-93.7% | $6,521-94.7% | $4,888-93.0% |