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 | $39,168 | $71,883-45.5% | $86,677-54.8% | $68,494-42.8% |
| Participation rate | 89.6% | 72.2%+17.3pp | 76.6%+13.0pp | 67.9%+21.7pp |
| Annual return | -19.74% | 3.52%-23.3pp | 35.91%-55.7pp | -7.84%-11.9pp |
| Employer contribution / active EE | $1,438 | $2,173-33.8% | $2,836-49.3% | $2,596-44.6% |
| Participant deferral / active EE | $3,569 | $3,779-5.5% | $4,656-23.3% | $4,027-11.4% |
| Admin fee / account holder | $11,511 | $6,112+88.3% | $7,493+53.6% | $5,403+113.1% |