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 | $31,012 | $61,660-49.7% | $80,019-61.2% | $64,186-51.7% |
| Participation rate | 96.7% | 71.7%+25.0pp | 75.8%+20.8pp | 69.6%+27.1pp |
| Annual return | -9.78% | -0.33%-9.5pp | 11.22%-21.0pp | 7.63%-17.4pp |
| Employer contribution / active EE | $1,738 | $1,810-4.0% | $2,468-29.6% | $2,381-27.0% |
| Participant deferral / active EE | $2,257 | $2,968-23.9% | $3,686-38.8% | $3,470-34.9% |
| Admin fee / account holder | $1,113 | $5,417-79.5% | $6,521-82.9% | $4,888-77.2% |