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 | $56,885 | $71,883-20.9% | $86,677-34.4% | $68,494-16.9% |
| Participation rate | 97.1% | 72.2%+24.8pp | 76.6%+20.5pp | 67.9%+29.2pp |
| Annual return | -19.41% | 3.52%-22.9pp | 35.91%-55.3pp | -7.84%-11.6pp |
| Employer contribution / active EE | $1,387 | $2,173-36.2% | $2,836-51.1% | $2,596-46.6% |
| Participant deferral / active EE | $3,640 | $3,779-3.7% | $4,656-21.8% | $4,027-9.6% |
| Admin fee / account holder | $3,377 | $6,112-44.7% | $7,493-54.9% | $5,403-37.5% |