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 | $24,858 | $49,177-49.5% | $79,464-68.7% | $64,186-61.3% |
| Participation rate | 70.7% | 65.0%+5.7pp | 73.3%-2.6pp | 69.6%+1.2pp |
| Annual return | -9.09% | -1.16%-7.9pp | 718.14%-727.2pp | 7.63%-16.7pp |
| Employer contribution / active EE | $1,845 | $2,076-11.1% | $2,800-34.1% | $2,381-22.5% |
| Participant deferral / active EE | $2,823 | $2,821+0.1% | $3,704-23.8% | $3,470-18.6% |
| Admin fee / account holder | $435 | $3,839-88.7% | $5,113-91.5% | $4,888-91.1% |