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 | $19,416 | $64,707-70.0% | $112,228-82.7% | $68,494-71.7% |
| Participation rate | 87.3% | 67.2%+20.2pp | 75.1%+12.3pp | 67.9%+19.4pp |
| Annual return | -20.32% | -11.40%-8.9pp | 27.45%-47.8pp | -7.84%-12.5pp |
| Employer contribution / active EE | $846 | $2,746-69.2% | $3,635-76.7% | $2,596-67.4% |
| Participant deferral / active EE | $4,302 | $3,565+20.7% | $4,728-9.0% | $4,027+6.8% |
| Admin fee / account holder | $604 | $5,232-88.5% | $6,410-90.6% | $5,403-88.8% |