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 | $40,940 | $85,790-52.3% | $67,313-39.2% | $135,375-69.8% |
| Participation rate | 92.9% | 76.5%+16.4pp | 69.1%+23.8pp | 82.6%+10.2pp |
| Annual return | -11.86% | -0.54%-11.3pp | -4.08%-7.8pp | 519.73%-531.6pp |
| Employer contribution / active EE | $1,631 | $3,487-53.2% | $2,566-36.4% | $4,779-65.9% |
| Participant deferral / active EE | $4,858 | $4,651+4.5% | $3,568+36.2% | $5,609-13.4% |
| Admin fee / account holder | $585 | $6,392-90.9% | $4,507-87.0% | $10,827-94.6% |