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 | $22,292 | $48,076-53.6% | $78,689-71.7% | $62,891-64.6% |
| Participation rate | 81.3% | 65.2%+16.0pp | 73.6%+7.7pp | 69.3%+11.9pp |
| Annual return | -2.04% | 31.35%-33.4pp | 62.18%-64.2pp | 20.14%-22.2pp |
| Employer contribution / active EE | $1,280 | $2,015-36.5% | $2,851-55.1% | $2,281-43.9% |
| Participant deferral / active EE | $2,116 | $2,588-18.2% | $3,517-39.8% | $3,203-33.9% |
| Admin fee / account holder | $1,375 | $3,207-57.1% | $4,510-69.5% | $4,296-68.0% |