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 | $20,664 | $77,813-73.4% | $123,544-83.3% | $64,186-67.8% |
| Participation rate | 96.3% | 74.7%+21.6pp | 82.3%+14.0pp | 69.6%+26.7pp |
| Annual return | -11.45% | 12.48%-23.9pp | 119.20%-130.6pp | 7.63%-19.1pp |
| Employer contribution / active EE | $2,282 | $3,014-24.3% | $4,628-50.7% | $2,381-4.2% |
| Participant deferral / active EE | $5,324 | $5,240+1.6% | $6,426-17.1% | $3,470+53.5% |
| Admin fee / account holder | $970 | $5,519-82.4% | $9,284-89.6% | $4,888-80.2% |