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 | $37,321 | $65,435-43.0% | $86,677-56.9% | $66,914-44.2% |
| Participation rate | 81.4% | 75.5%+5.9pp | 76.6%+4.8pp | 69.8%+11.6pp |
| Annual return | -19.35% | -10.89%-8.5pp | 35.91%-55.3pp | 1.58%-20.9pp |
| Employer contribution / active EE | $0 | $2,153-100.0% | $2,836-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $2,666 | $4,100-35.0% | $4,656-42.7% | $4,237-37.1% |
| Admin fee / account holder | $1,433 | $642+123.4% | $7,493-80.9% | $593+141.5% |