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 | $43,385 | $113,935-61.9% | $94,224-54.0% | $125,391-65.4% |
| Participation rate | 90.9% | 82.9%+8.0pp | 78.8%+12.1pp | 83.2%+7.7pp |
| Annual return | -5.08% | 5.29%-10.4pp | 10.68%-15.8pp | 282.22%-287.3pp |
| Employer contribution / active EE | $1,438 | $4,727-69.6% | $3,587-59.9% | $4,866-70.5% |
| Participant deferral / active EE | $2,855 | $5,179-44.9% | $4,320-33.9% | $5,352-46.7% |
| Admin fee / account holder | $5,593 | $8,391-33.3% | $6,269-10.8% | $9,540-41.4% |