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 | $69,206 | $136,307-49.2% | $106,619-35.1% | $273,961-74.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | -7.90% | 11.05%-19.0pp | 9.42%-17.3pp | 41.45%-49.4pp |
| Employer contribution / active EE | $1,432 | $5,190-72.4% | $3,947-63.7% | $4,869-70.6% |
| Participant deferral / active EE | $3,592 | $4,969-27.7% | $3,930-8.6% | $5,287-32.1% |
| Admin fee / account holder | $6,544 | $8,625-24.1% | $6,418+2.0% | $10,132-35.4% |