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 | $26,259 | $46,674-43.7% | $117,472-77.6% | $68,494-61.7% |
| Participation rate | 88.2% | 56.8%+31.5pp | 70.6%+17.6pp | 67.9%+20.3pp |
| Annual return | -19.92% | -14.52%-5.4pp | 29.74%-49.7pp | -7.84%-12.1pp |
| Employer contribution / active EE | $1,387 | $1,505-7.8% | $4,176-66.8% | $2,596-46.6% |
| Participant deferral / active EE | $3,093 | $2,636+17.3% | $4,070-24.0% | $4,027-23.2% |
| Admin fee / account holder | $943 | $4,020-76.5% | $5,645-83.3% | $5,403-82.6% |