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 | $23,280 | $72,177-67.7% | $115,037-79.8% | $59,632-61.0% |
| Participation rate | 72.4% | 72.6%-0.1pp | 81.4%-9.0pp | 68.7%+3.7pp |
| Annual return | -3.24% | 12.02%-15.3pp | 26.14%-29.4pp | 2041.28%-2044.5pp |
| Employer contribution / active EE | $3,297 | $2,841+16.1% | $4,608-28.4% | $2,203+49.7% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $611 | $4,927-87.6% | $8,175-92.5% | $4,297-85.8% |