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 | $28,204 | $93,571-69.9% | $135,903-79.2% | $75,163-62.5% |
| Participation rate | 77.5% | 75.2%+2.3pp | 81.9%-4.4pp | 67.2%+10.3pp |
| Annual return | -4.23% | 30.90%-35.1pp | 68.23%-72.5pp | 160.62%-164.8pp |
| Employer contribution / active EE | $2,516 | $3,537-28.8% | $4,856-48.2% | $2,670-5.7% |
| Participant deferral / active EE | $5,305 | $6,404-17.2% | $7,758-31.6% | $4,125+28.6% |
| Admin fee / account holder | $2,049 | $6,975-70.6% | $10,762-81.0% | $5,651-63.7% |