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 | $35,760 | $73,004-51.0% | $90,749-60.6% | $68,494-47.8% |
| Participation rate | 83.6% | 70.8%+12.7pp | 75.7%+7.9pp | 67.9%+15.7pp |
| Annual return | -36.31% | -13.81%-22.5pp | -12.16%-24.1pp | -7.84%-28.5pp |
| Employer contribution / active EE | $560 | $2,193-74.5% | $2,921-80.8% | $2,596-78.4% |
| Participant deferral / active EE | $2,952 | $3,627-18.6% | $4,564-35.3% | $4,027-26.7% |
| Admin fee / account holder | $8,392 | $5,896+42.3% | $8,445-0.6% | $5,403+55.3% |