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 | $44,493 | $153,772-71.1% | $133,980-66.8% | $273,961-83.8% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.1%+0.4pp | 83.0%+4.5pp |
| Annual return | -25.80% | 36.51%-62.3pp | 29.30%-55.1pp | 41.45%-67.3pp |
| Employer contribution / active EE | $8,327 | $6,029+38.1% | $5,211+59.8% | $4,869+71.0% |
| Participant deferral / active EE | $9,149 | $6,958+31.5% | $6,282+45.6% | $5,287+73.1% |
| Admin fee / account holder | $9,464 | $11,765-19.6% | $9,324+1.5% | $10,132-6.6% |