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 | $19,731 | $90,503-78.2% | $78,689-74.9% | $273,961-92.8% |
| Participation rate | 89.5% | 76.5%+13.0pp | 73.6%+15.9pp | 83.0%+6.5pp |
| Annual return | -1.52% | 75.60%-77.1pp | 62.18%-63.7pp | 41.45%-43.0pp |
| Employer contribution / active EE | $526 | $3,176-83.4% | $2,851-81.5% | $4,869-89.2% |
| Participant deferral / active EE | $1,205 | $3,901-69.1% | $3,517-65.7% | $5,287-77.2% |
| Admin fee / account holder | $815 | $5,263-84.5% | $4,510-81.9% | $10,132-92.0% |