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 | $30,383 | $64,707-53.0% | $112,228-72.9% | $68,494-55.6% |
| Participation rate | 70.0% | 67.2%+2.8pp | 75.1%-5.1pp | 67.9%+2.1pp |
| Annual return | -21.15% | -11.40%-9.7pp | 27.45%-48.6pp | -7.84%-13.3pp |
| Employer contribution / active EE | $731 | $2,746-73.4% | $3,635-79.9% | $2,596-71.9% |
| Participant deferral / active EE | $2,963 | $3,565-16.9% | $4,728-37.3% | $4,027-26.4% |
| Admin fee / account holder | $2,093 | $5,232-60.0% | $6,410-67.3% | $5,403-61.3% |