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 | $27,972 | $64,119-56.4% | $112,228-75.1% | $66,914-58.2% |
| Participation rate | 78.5% | 68.5%+10.0pp | 75.1%+3.4pp | 69.8%+8.7pp |
| Annual return | -21.73% | -13.81%-7.9pp | 27.45%-49.2pp | 1.58%-23.3pp |
| Employer contribution / active EE | $906 | $3,005-69.9% | $3,635-75.1% | $2,544-64.4% |
| Participant deferral / active EE | $3,449 | $3,693-6.6% | $4,728-27.1% | $4,237-18.6% |
| Admin fee / account holder | $1,849 | $625+195.8% | $6,410-71.2% | $593+211.7% |