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 | $18,082 | $40,256-55.1% | $57,343-68.5% | $59,632-69.7% |
| Participation rate | 76.9% | 69.2%+7.7pp | 75.1%+1.8pp | 68.7%+8.3pp |
| Annual return | -4.40% | 27.49%-31.9pp | 24.39%-28.8pp | 2041.28%-2045.7pp |
| Employer contribution / active EE | $814 | $1,922-57.6% | $2,689-69.7% | $2,203-63.0% |
| Participant deferral / active EE | $1,847 | $2,399-23.0% | $3,162-41.6% | $3,192-42.1% |
| Admin fee / account holder | $1,727 | $2,818-38.7% | $3,356-48.5% | $4,297-59.8% |