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 | $25,542 | $67,411-62.1% | $91,001-71.9% | $70,131-63.6% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 11.29% | -40.16%+51.5pp | 4.60%+6.7pp | 73.14%-61.8pp |
| Employer contribution / active EE | $1,528 | $1,786-14.4% | $2,456-37.8% | $2,342-34.8% |
| Participant deferral / active EE | $1,425 | $2,823-49.5% | $3,547-59.8% | $3,332-57.2% |
| Admin fee / account holder | $400 | $4,236-90.6% | $5,417-92.6% | $4,645-91.4% |