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 | $48,965 | $72,404-32.4% | $110,238-55.6% | $64,186-23.7% |
| Participation rate | 91.0% | 73.3%+17.7pp | 79.8%+11.2pp | 69.6%+21.4pp |
| Annual return | -9.18% | -6.29%-2.9pp | 314.74%-323.9pp | 7.63%-16.8pp |
| Employer contribution / active EE | $1,755 | $2,282-23.1% | $3,826-54.1% | $2,381-26.3% |
| Participant deferral / active EE | $3,215 | $3,469-7.3% | $4,672-31.2% | $3,470-7.3% |
| Admin fee / account holder | $855 | $5,664-84.9% | $8,547-90.0% | $4,888-82.5% |