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 | $34,832 | $71,883-51.5% | $86,677-59.8% | $68,494-49.1% |
| Participation rate | 93.5% | 72.2%+21.3pp | 76.6%+17.0pp | 67.9%+25.7pp |
| Annual return | -19.65% | 3.52%-23.2pp | 35.91%-55.6pp | -7.84%-11.8pp |
| Employer contribution / active EE | $2,795 | $2,173+28.6% | $2,836-1.5% | $2,596+7.7% |
| Participant deferral / active EE | $2,784 | $3,779-26.3% | $4,656-40.2% | $4,027-30.9% |
| Admin fee / account holder | $1,225 | $6,112-80.0% | $7,493-83.7% | $5,403-77.3% |