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 | $42,018 | $50,958-17.5% | $74,550-43.6% | $64,186-34.5% |
| Participation rate | 82.4% | 61.1%+21.3pp | 69.1%+13.2pp | 69.6%+12.8pp |
| Annual return | -9.33% | -1.86%-7.5pp | 32.53%-41.9pp | 7.63%-17.0pp |
| Employer contribution / active EE | $544 | $1,115-51.3% | $1,961-72.3% | $2,381-77.2% |
| Participant deferral / active EE | $2,174 | $2,301-5.5% | $3,108-30.0% | $3,470-37.3% |
| Admin fee / account holder | $667 | $4,223-84.2% | $5,060-86.8% | $4,888-86.4% |