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 6-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 | $26,502 | $118,450-77.6% | $98,439-73.1% | $139,434-81.0% |
| Participation rate | 80.0% | 77.4%+2.6pp | 75.2%+4.8pp | 80.3%-0.3pp |
| Annual return | -2.13% | 18.94%-21.1pp | 21.16%-23.3pp | 372.94%-375.1pp |
| Employer contribution / active EE | $1,051 | $3,609-70.9% | $3,048-65.5% | $4,751-77.9% |
| Participant deferral / active EE | $3,291 | $5,392-39.0% | $4,738-30.5% | $6,710-51.0% |
| Admin fee / account holder | $3,734 | $14,026-73.4% | $8,948-58.3% | $11,403-67.3% |