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 | $45,505 | $98,750-53.9% | $149,696-69.6% | $79,858-43.0% |
| Participation rate | 76.7% | 75.8%+0.9pp | 82.5%-5.8pp | 69.6%+7.0pp |
| Annual return | -9.97% | 27.43%-37.4pp | 276.60%-286.6pp | 31.71%-41.7pp |
| Employer contribution / active EE | $1,204 | $3,216-62.6% | $4,644-74.1% | $2,471-51.3% |
| Participant deferral / active EE | $5,957 | $5,680+4.9% | $6,842-12.9% | $3,740+59.3% |
| Admin fee / account holder | $3,162 | $6,053-47.8% | $9,309-66.0% | $5,306-40.4% |