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 | $45,913 | $73,004-37.1% | $90,749-49.4% | $68,494-33.0% |
| Participation rate | 71.4% | 70.8%+0.6pp | 75.7%-4.3pp | 67.9%+3.5pp |
| Annual return | -20.65% | -13.81%-6.8pp | -12.16%-8.5pp | -7.84%-12.8pp |
| Employer contribution / active EE | $12,157 | $2,193+454.4% | $2,921+316.2% | $2,596+368.2% |
| Participant deferral / active EE | $3,206 | $3,627-11.6% | $4,564-29.8% | $4,027-20.4% |
| Admin fee / account holder | $1,475 | $5,896-75.0% | $8,445-82.5% | $5,403-72.7% |