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 | $24,356 | $52,836-53.9% | $105,738-77.0% | $64,186-62.1% |
| Participation rate | 77.0% | 66.5%+10.5pp | 76.3%+0.7pp | 69.6%+7.4pp |
| Annual return | -9.21% | 14.30%-23.5pp | 6.27%-15.5pp | 7.63%-16.8pp |
| Employer contribution / active EE | $642 | $1,827-64.9% | $3,268-80.4% | $2,381-73.0% |
| Participant deferral / active EE | $2,603 | $2,545+2.3% | $4,080-36.2% | $3,470-25.0% |
| Admin fee / account holder | $1,392 | $3,959-64.8% | $6,913-79.9% | $4,888-71.5% |