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 | $18,695 | $42,383-55.9% | $76,523-75.6% | $64,186-70.9% |
| Participation rate | 75.9% | 58.1%+17.7pp | 68.0%+7.9pp | 69.6%+6.3pp |
| Annual return | -10.47% | -16.54%+6.1pp | -0.27%-10.2pp | 7.63%-18.1pp |
| Employer contribution / active EE | $1,642 | $1,563+5.1% | $2,647-38.0% | $2,381-31.0% |
| Participant deferral / active EE | $4,007 | $2,566+56.1% | $3,835+4.5% | $3,470+15.5% |
| Admin fee / account holder | $958 | $3,198-70.0% | $4,848-80.2% | $4,888-80.4% |