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 | $17,739 | $49,227-64.0% | $70,449-74.8% | $79,858-77.8% |
| Participation rate | 97.3% | 69.2%+28.1pp | 75.1%+22.2pp | 69.6%+27.7pp |
| Annual return | -0.63% | 30.06%-30.7pp | 109.03%-109.7pp | 31.71%-32.3pp |
| Employer contribution / active EE | $1,081 | $2,099-48.5% | $2,737-60.5% | $2,471-56.2% |
| Participant deferral / active EE | $0 | $2,768-100.0% | $3,709-100.0% | $3,740-100.0% |
| Admin fee / account holder | $956 | $2,878-66.8% | $3,845-75.1% | $5,306-82.0% |