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 | $30,144 | $49,227-38.8% | $70,449-57.2% | $79,858-62.3% |
| Participation rate | 84.7% | 69.2%+15.6pp | 75.1%+9.7pp | 69.6%+15.1pp |
| Annual return | -3.09% | 30.06%-33.1pp | 109.03%-112.1pp | 31.71%-34.8pp |
| Employer contribution / active EE | $2,384 | $2,099+13.6% | $2,737-12.9% | $2,471-3.5% |
| Participant deferral / active EE | $1,247 | $2,768-54.9% | $3,709-66.4% | $3,740-66.7% |
| Admin fee / account holder | $2,150 | $2,878-25.3% | $3,845-44.1% | $5,306-59.5% |