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 | $47,999 | $90,503-47.0% | $78,689-39.0% | $273,961-82.5% |
| Participation rate | 83.3% | 76.5%+6.8pp | 73.6%+9.8pp | 83.0%+0.3pp |
| Annual return | -0.22% | 75.60%-75.8pp | 62.18%-62.4pp | 41.45%-41.7pp |
| Employer contribution / active EE | $329 | $3,176-89.6% | $2,851-88.5% | $4,869-93.2% |
| Participant deferral / active EE | $1,838 | $3,901-52.9% | $3,517-47.7% | $5,287-65.2% |
| Admin fee / account holder | $6,248 | $5,263+18.7% | $4,510+38.5% | $10,132-38.3% |