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 | $24,900 | $49,227-49.4% | $70,449-64.7% | $79,858-68.8% |
| Participation rate | 70.0% | 69.2%+0.8pp | 75.1%-5.1pp | 69.6%+0.4pp |
| Annual return | 0.21% | 30.06%-29.9pp | 109.03%-108.8pp | 31.71%-31.5pp |
| Employer contribution / active EE | $1,415 | $2,099-32.6% | $2,737-48.3% | $2,471-42.7% |
| Participant deferral / active EE | $3,731 | $2,768+34.8% | $3,709+0.6% | $3,740-0.2% |
| Admin fee / account holder | $2,587 | $2,878-10.1% | $3,845-32.7% | $5,306-51.2% |