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 | $26,251 | $52,279-49.8% | $89,391-70.6% | $79,858-67.1% |
| Participation rate | 77.5% | 57.5%+20.0pp | 68.0%+9.5pp | 69.6%+7.9pp |
| Annual return | -4.10% | 22.16%-26.3pp | 245.62%-249.7pp | 31.71%-35.8pp |
| Employer contribution / active EE | $1,494 | $1,572-5.0% | $2,586-42.2% | $2,471-39.6% |
| Participant deferral / active EE | $2,357 | $2,740-14.0% | $3,890-39.4% | $3,740-37.0% |
| Admin fee / account holder | $1,622 | $3,356-51.7% | $4,881-66.8% | $5,306-69.4% |