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 | $24,504 | $61,660-60.3% | $80,019-69.4% | $64,186-61.8% |
| Participation rate | 83.9% | 71.7%+12.2pp | 75.8%+8.1pp | 69.6%+14.4pp |
| Annual return | -11.15% | -0.33%-10.8pp | 11.22%-22.4pp | 7.63%-18.8pp |
| Employer contribution / active EE | $800 | $1,810-55.8% | $2,468-67.6% | $2,381-66.4% |
| Participant deferral / active EE | $3,964 | $2,968+33.6% | $3,686+7.6% | $3,470+14.3% |
| Admin fee / account holder | $2,456 | $5,417-54.7% | $6,521-62.3% | $4,888-49.8% |