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 3-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 | $15,801 | $111,754-85.9% | $103,333-84.7% | $145,922-89.2% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | -2.19% | 24.77%-27.0pp | 24.88%-27.1pp | 561.29%-563.5pp |
| Employer contribution / active EE | $1,429 | $4,212-66.1% | $3,868-63.1% | $4,660-69.3% |
| Participant deferral / active EE | $1,841 | $5,619-67.2% | $5,057-63.6% | $6,688-72.5% |
| Admin fee / account holder | $2,525 | $9,750-74.1% | $8,355-69.8% | $13,397-81.1% |