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 | $30,544 | $50,958-40.1% | $74,550-59.0% | $64,186-52.4% |
| Participation rate | 82.1% | 61.1%+21.1pp | 69.1%+13.0pp | 69.6%+12.6pp |
| Annual return | -8.18% | -1.86%-6.3pp | 32.53%-40.7pp | 7.63%-15.8pp |
| Employer contribution / active EE | $1,455 | $1,115+30.5% | $1,961-25.8% | $2,381-38.9% |
| Participant deferral / active EE | $2,404 | $2,301+4.5% | $3,108-22.6% | $3,470-30.7% |
| Admin fee / account holder | $5,754 | $4,223+36.3% | $5,060+13.7% | $4,888+17.7% |