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 | $43,871 | $61,660-28.9% | $80,019-45.2% | $64,186-31.7% |
| Participation rate | 87.7% | 71.7%+16.0pp | 75.8%+11.9pp | 69.6%+18.1pp |
| Annual return | -8.73% | -0.33%-8.4pp | 11.22%-19.9pp | 7.63%-16.4pp |
| Employer contribution / active EE | $2,269 | $1,810+25.3% | $2,468-8.1% | $2,381-4.7% |
| Participant deferral / active EE | $3,759 | $2,968+26.7% | $3,686+2.0% | $3,470+8.3% |
| Admin fee / account holder | $704 | $5,417-87.0% | $6,521-89.2% | $4,888-85.6% |