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 | $30,949 | $69,977-55.8% | $108,579-71.5% | $62,891-50.8% |
| Participation rate | 83.2% | 72.9%+10.3pp | 79.6%+3.6pp | 69.3%+13.9pp |
| Annual return | -4.01% | 10.73%-14.7pp | -51.70%+47.7pp | 20.14%-24.2pp |
| Employer contribution / active EE | $3,158 | $2,135+47.9% | $3,758-16.0% | $2,281+38.5% |
| Participant deferral / active EE | $1,814 | $3,165-42.7% | $4,311-57.9% | $3,203-43.4% |
| Admin fee / account holder | $10,331 | $5,076+103.5% | $7,645+35.1% | $4,296+140.5% |