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 | $48,989 | $57,354-14.6% | $83,848-41.6% | $64,186-23.7% |
| Participation rate | 78.0% | 68.6%+9.4pp | 76.1%+1.9pp | 69.6%+8.4pp |
| Annual return | -9.71% | 11.38%-21.1pp | 850.88%-860.6pp | 7.63%-17.3pp |
| Employer contribution / active EE | $2,155 | $2,545-15.3% | $3,631-40.7% | $2,381-9.5% |
| Participant deferral / active EE | $3,566 | $2,993+19.2% | $4,082-12.6% | $3,470+2.8% |
| Admin fee / account holder | $1,047 | $4,046-74.1% | $5,478-80.9% | $4,888-78.6% |