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 | $43,120 | $85,790-49.7% | $67,313-35.9% | $135,375-68.1% |
| Participation rate | 72.7% | 76.5%-3.7pp | 69.1%+3.6pp | 82.6%-9.9pp |
| Annual return | -9.51% | -0.54%-9.0pp | -4.08%-5.4pp | 519.73%-529.2pp |
| Employer contribution / active EE | $1,454 | $3,487-58.3% | $2,566-43.3% | $4,779-69.6% |
| Participant deferral / active EE | $2,904 | $4,651-37.6% | $3,568-18.6% | $5,609-48.2% |
| Admin fee / account holder | $1,583 | $6,392-75.2% | $4,507-64.9% | $10,827-85.4% |