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 | $59,784 | $71,883-16.8% | $86,677-31.0% | $68,494-12.7% |
| Participation rate | 84.2% | 72.2%+12.0pp | 76.6%+7.6pp | 67.9%+16.3pp |
| Annual return | -19.62% | 3.52%-23.1pp | 35.91%-55.5pp | -7.84%-11.8pp |
| Employer contribution / active EE | $2,007 | $2,173-7.6% | $2,836-29.2% | $2,596-22.7% |
| Participant deferral / active EE | $4,066 | $3,779+7.6% | $4,656-12.7% | $4,027+1.0% |
| Admin fee / account holder | $2,953 | $6,112-51.7% | $7,493-60.6% | $5,403-45.3% |