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 | $49,971 | $127,386-60.8% | $115,037-56.6% | $125,391-60.1% |
| Participation rate | 84.6% | 84.2%+0.5pp | 81.4%+3.2pp | 83.2%+1.4pp |
| Annual return | -4.08% | 31.28%-35.4pp | 26.14%-30.2pp | 282.22%-286.3pp |
| Employer contribution / active EE | $1,546 | $5,166-70.1% | $4,608-66.5% | $4,866-68.2% |
| Participant deferral / active EE | $3,172 | $6,423-50.6% | $6,026-47.4% | $5,352-40.7% |
| Admin fee / account holder | $1,485 | $9,516-84.4% | $8,175-81.8% | $9,540-84.4% |