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 | $32,738 | $77,813-57.9% | $123,544-73.5% | $64,186-49.0% |
| Participation rate | 92.9% | 74.7%+18.1pp | 82.3%+10.6pp | 69.6%+23.3pp |
| Annual return | -11.61% | 12.48%-24.1pp | 119.20%-130.8pp | 7.63%-19.2pp |
| Employer contribution / active EE | $1,433 | $3,014-52.5% | $4,628-69.0% | $2,381-39.8% |
| Participant deferral / active EE | $5,641 | $5,240+7.7% | $6,426-12.2% | $3,470+62.6% |
| Admin fee / account holder | $831 | $5,519-85.0% | $9,284-91.1% | $4,888-83.0% |