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 | $49,583 | $79,633-37.7% | $93,789-47.1% | $68,494-27.6% |
| Participation rate | 93.5% | 75.4%+18.1pp | 81.0%+12.5pp | 67.9%+25.6pp |
| Annual return | -20.94% | -0.10%-20.8pp | -11.33%-9.6pp | -7.84%-13.1pp |
| Employer contribution / active EE | $3,282 | $3,665-10.4% | $4,323-24.1% | $2,596+26.4% |
| Participant deferral / active EE | $7,531 | $5,158+46.0% | $6,094+23.6% | $4,027+87.0% |
| Admin fee / account holder | $776 | $6,871-88.7% | $7,195-89.2% | $5,403-85.6% |