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 | $72,778 | $138,347-47.4% | $184,203-60.5% | $80,856-10.0% |
| Participation rate | 93.5% | 83.9%+9.7pp | 86.8%+6.7pp | 67.6%+25.9pp |
| Annual return | -1.03% | 20.02%-21.0pp | 28.81%-29.8pp | 35.59%-36.6pp |
| Employer contribution / active EE | $2,379 | $4,850-51.0% | $6,427-63.0% | $2,755-13.7% |
| Participant deferral / active EE | $0 | $7,071-100.0% | $9,131-100.0% | $4,296-100.0% |
| Admin fee / account holder | $3,720 | $10,483-64.5% | $13,901-73.2% | $6,918-46.2% |