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 | $42,070 | $53,018-20.6% | $70,014-39.9% | $62,891-33.1% |
| Participation rate | 84.8% | 67.2%+17.6pp | 71.8%+13.0pp | 69.3%+15.5pp |
| Annual return | -27.80% | 13.35%-41.2pp | 12.99%-40.8pp | 20.14%-47.9pp |
| Employer contribution / active EE | $1,467 | $1,799-18.4% | $2,338-37.2% | $2,281-35.7% |
| Participant deferral / active EE | $3,941 | $2,395+64.6% | $2,931+34.5% | $3,203+23.1% |
| Admin fee / account holder | $7,030 | $3,690+90.5% | $4,380+60.5% | $4,296+63.7% |