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 | $50,868 | $71,883-29.2% | $86,677-41.3% | $68,494-25.7% |
| Participation rate | 91.2% | 72.2%+18.9pp | 76.6%+14.6pp | 67.9%+23.3pp |
| Annual return | -21.41% | 3.52%-24.9pp | 35.91%-57.3pp | -7.84%-13.6pp |
| Employer contribution / active EE | $2,522 | $2,173+16.1% | $2,836-11.1% | $2,596-2.8% |
| Participant deferral / active EE | $3,025 | $3,779-19.9% | $4,656-35.0% | $4,027-24.9% |
| Admin fee / account holder | $2,438 | $6,112-60.1% | $7,493-67.5% | $5,403-54.9% |