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 | $26,661 | $48,076-44.5% | $78,689-66.1% | $62,891-57.6% |
| Participation rate | 73.5% | 65.2%+8.3pp | 73.6%0pp | 69.3%+4.2pp |
| Annual return | -1.46% | 31.35%-32.8pp | 62.18%-63.6pp | 20.14%-21.6pp |
| Employer contribution / active EE | $2,080 | $2,015+3.2% | $2,851-27.0% | $2,281-8.8% |
| Participant deferral / active EE | $2,417 | $2,588-6.6% | $3,517-31.3% | $3,203-24.5% |
| Admin fee / account holder | $1,207 | $3,207-62.4% | $4,510-73.2% | $4,296-71.9% |