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 | $40,806 | $42,383-3.7% | $76,523-46.7% | $64,186-36.4% |
| Participation rate | 83.9% | 58.1%+25.7pp | 68.0%+15.9pp | 69.6%+14.3pp |
| Annual return | -9.91% | -16.54%+6.6pp | -0.27%-9.6pp | 7.63%-17.5pp |
| Employer contribution / active EE | $2,312 | $1,563+47.9% | $2,647-12.7% | $2,381-2.9% |
| Participant deferral / active EE | $4,147 | $2,566+61.6% | $3,835+8.1% | $3,470+19.5% |
| Admin fee / account holder | $634 | $3,198-80.2% | $4,848-86.9% | $4,888-87.0% |