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 | $29,102 | $77,634-62.5% | $156,549-81.4% | $62,891-53.7% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | -0.17% | 50.32%-50.5pp | 32.23%-32.4pp | 20.14%-20.3pp |
| Employer contribution / active EE | $3,256 | $3,444-5.4% | $5,501-40.8% | $2,281+42.8% |
| Participant deferral / active EE | $1,794 | $3,045-41.1% | $4,871-63.2% | $3,203-44.0% |
| Admin fee / account holder | $2,988 | $5,561-46.3% | $13,027-77.1% | $4,296-30.4% |