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 | $26,589 | $92,222-71.2% | $76,768-65.4% | $135,375-80.4% |
| Participation rate | 73.9% | 79.8%-5.9pp | 77.0%-3.0pp | 82.6%-8.7pp |
| Annual return | -9.74% | 5.46%-15.2pp | 2.43%-12.2pp | 519.73%-529.5pp |
| Employer contribution / active EE | $1,743 | $3,216-45.8% | $2,485-29.9% | $4,779-63.5% |
| Participant deferral / active EE | $2,517 | $4,509-44.2% | $3,852-34.6% | $5,609-55.1% |
| Admin fee / account holder | $904 | $10,748-91.6% | $6,675-86.5% | $10,827-91.7% |