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 | $28,928 | $56,357-48.7% | $104,294-72.3% | $68,494-57.8% |
| Participation rate | 77.1% | 63.3%+13.8pp | 73.3%+3.8pp | 67.9%+9.2pp |
| Annual return | -19.50% | -9.19%-10.3pp | 24.61%-44.1pp | -7.84%-11.7pp |
| Employer contribution / active EE | $1,426 | $1,960-27.3% | $3,372-57.7% | $2,596-45.1% |
| Participant deferral / active EE | $2,344 | $3,077-23.8% | $4,625-49.3% | $4,027-41.8% |
| Admin fee / account holder | $1,350 | $4,903-72.5% | $7,339-81.6% | $5,403-75.0% |