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 | $24,293 | $72,177-66.3% | $115,037-78.9% | $59,632-59.3% |
| Participation rate | 79.6% | 72.6%+7.1pp | 81.4%-1.7pp | 68.7%+11.0pp |
| Annual return | -2.74% | 12.02%-14.8pp | 26.14%-28.9pp | 2041.28%-2044.0pp |
| Employer contribution / active EE | $2,440 | $2,841-14.1% | $4,608-47.0% | $2,203+10.8% |
| Participant deferral / active EE | $4,423 | $4,783-7.5% | $6,026-26.6% | $3,192+38.6% |
| Admin fee / account holder | $1,123 | $4,927-77.2% | $8,175-86.3% | $4,297-73.9% |