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 | $42,044 | $91,911-54.3% | $68,793-38.9% | $135,375-68.9% |
| Participation rate | 87.0% | 76.7%+10.2pp | 72.2%+14.7pp | 82.6%+4.3pp |
| Annual return | -12.02% | -8.22%-3.8pp | -4.63%-7.4pp | 519.73%-531.8pp |
| Employer contribution / active EE | $1,244 | $3,924-68.3% | $2,625-52.6% | $4,779-74.0% |
| Participant deferral / active EE | $3,295 | $4,315-23.6% | $3,311-0.5% | $5,609-41.2% |
| Admin fee / account holder | $1,677 | $9,240-81.8% | $5,131-67.3% | $10,827-84.5% |