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 | $23,414 | $65,685-64.4% | $57,179-59.1% | $273,961-91.5% |
| Participation rate | 77.8% | 78.3%-0.6pp | 75.3%+2.4pp | 83.0%-5.2pp |
| Annual return | -2.54% | 21.99%-24.5pp | 14.59%-17.1pp | 41.45%-44.0pp |
| Employer contribution / active EE | $2,594 | $3,279-20.9% | $2,682-3.3% | $4,869-46.7% |
| Participant deferral / active EE | $4,120 | $3,782+8.9% | $3,096+33.1% | $5,287-22.1% |
| Admin fee / account holder | $2,620 | $4,835-45.8% | $3,139-16.5% | $10,132-74.1% |