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 | $39,368 | $71,883-45.2% | $86,677-54.6% | $68,494-42.5% |
| Participation rate | 83.3% | 72.2%+11.1pp | 76.6%+6.8pp | 67.9%+15.4pp |
| Annual return | -21.56% | 3.52%-25.1pp | 35.91%-57.5pp | -7.84%-13.7pp |
| Employer contribution / active EE | $706 | $2,173-67.5% | $2,836-75.1% | $2,596-72.8% |
| Participant deferral / active EE | $2,823 | $3,779-25.3% | $4,656-39.4% | $4,027-29.9% |
| Admin fee / account holder | $3,137 | $6,112-48.7% | $7,493-58.1% | $5,403-41.9% |