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 | $20,933 | $90,503-76.9% | $78,689-73.4% | $273,961-92.4% |
| Participation rate | 77.8% | 76.5%+1.3pp | 73.6%+4.2pp | 83.0%-5.2pp |
| Annual return | -4.16% | 75.60%-79.8pp | 62.18%-66.3pp | 41.45%-45.6pp |
| Employer contribution / active EE | $4,119 | $3,176+29.7% | $2,851+44.5% | $4,869-15.4% |
| Participant deferral / active EE | $2,885 | $3,901-26.0% | $3,517-18.0% | $5,287-45.4% |
| Admin fee / account holder | $5,557 | $5,263+5.6% | $4,510+23.2% | $10,132-45.2% |