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 | $38,745 | $57,354-32.4% | $83,848-53.8% | $64,186-39.6% |
| Participation rate | 97.4% | 68.6%+28.8pp | 76.1%+21.3pp | 69.6%+27.9pp |
| Annual return | -9.02% | 11.38%-20.4pp | 850.88%-859.9pp | 7.63%-16.7pp |
| Employer contribution / active EE | $1,080 | $2,545-57.6% | $3,631-70.2% | $2,381-54.6% |
| Participant deferral / active EE | $5,130 | $2,993+71.4% | $4,082+25.7% | $3,470+47.9% |
| Admin fee / account holder | $2,280 | $4,046-43.6% | $5,478-58.4% | $4,888-53.4% |