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 | $25,966 | $50,958-49.0% | $74,550-65.2% | $64,186-59.5% |
| Participation rate | 73.8% | 61.1%+12.8pp | 69.1%+4.7pp | 69.6%+4.2pp |
| Annual return | -9.81% | -1.86%-8.0pp | 32.53%-42.3pp | 7.63%-17.4pp |
| Employer contribution / active EE | $493 | $1,115-55.8% | $1,961-74.9% | $2,381-79.3% |
| Participant deferral / active EE | $2,629 | $2,301+14.2% | $3,108-15.4% | $3,470-24.2% |
| Admin fee / account holder | $2,490 | $4,223-41.0% | $5,060-50.8% | $4,888-49.1% |