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 | $15,522 | $56,484-72.5% | $169,463-90.8% | $64,186-75.8% |
| Participation rate | 71.0% | 64.5%+6.4pp | 77.8%-6.8pp | 69.6%+1.4pp |
| Annual return | -10.61% | -1.55%-9.1pp | 1.83%-12.4pp | 7.63%-18.2pp |
| Employer contribution / active EE | $1,608 | $1,832-12.3% | $4,159-61.3% | $2,381-32.5% |
| Participant deferral / active EE | $2,594 | $3,448-24.8% | $5,277-50.8% | $3,470-25.2% |
| Admin fee / account holder | $984 | $4,174-76.4% | $9,109-89.2% | $4,888-79.9% |