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 | $20,974 | $96,557-78.3% | $80,975-74.1% | $273,961-92.3% |
| Participation rate | 88.9% | 79.1%+9.8pp | 75.8%+13.1pp | 83.0%+5.9pp |
| Annual return | -3.10% | 15.14%-18.2pp | 17.10%-20.2pp | 41.45%-44.5pp |
| Employer contribution / active EE | $2,404 | $4,868-50.6% | $3,714-35.3% | $4,869-50.6% |
| Participant deferral / active EE | $3,824 | $6,598-42.0% | $5,696-32.9% | $5,287-27.7% |
| Admin fee / account holder | $303 | $7,492-96.0% | $5,516-94.5% | $10,132-97.0% |