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 | $49,293 | $81,900-39.8% | $119,609-58.8% | $68,494-28.0% |
| Participation rate | 72.1% | 71.9%+0.2pp | 79.3%-7.1pp | 67.9%+4.2pp |
| Annual return | -19.48% | -23.82%+4.3pp | -14.97%-4.5pp | -7.84%-11.6pp |
| Employer contribution / active EE | $2,476 | $2,693-8.1% | $4,232-41.5% | $2,596-4.6% |
| Participant deferral / active EE | $6,499 | $4,148+56.7% | $5,602+16.0% | $4,027+61.4% |
| Admin fee / account holder | $8,414 | $6,582+27.8% | $10,323-18.5% | $5,403+55.7% |