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 | $53,935 | $71,883-25.0% | $86,677-37.8% | $68,494-21.3% |
| Participation rate | 97.6% | 72.2%+25.4pp | 76.6%+21.0pp | 67.9%+29.7pp |
| Annual return | -20.59% | 3.52%-24.1pp | 35.91%-56.5pp | -7.84%-12.7pp |
| Employer contribution / active EE | $2,035 | $2,173-6.3% | $2,836-28.3% | $2,596-21.6% |
| Participant deferral / active EE | $5,339 | $3,779+41.3% | $4,656+14.7% | $4,027+32.6% |
| Admin fee / account holder | $4,686 | $6,112-23.3% | $7,493-37.5% | $5,403-13.3% |