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 | $41,273 | $58,512-29.5% | $84,015-50.9% | $72,985-43.4% |
| Participation rate | 95.0% | 61.2%+33.8pp | 69.0%+26.0pp | 69.5%+25.5pp |
| Annual return | -24.36% | 28.93%-53.3pp | 71.31%-95.7pp | 81.00%-105.4pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,257 | $2,394-5.7% | $3,239-30.3% | $3,607-37.4% |
| Admin fee / account holder | $711 | $4,569-84.4% | $6,101-88.3% | $5,124-86.1% |