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 | $42,326 | $71,883-41.1% | $86,677-51.2% | $68,494-38.2% |
| Participation rate | 96.2% | 72.2%+24.0pp | 76.6%+19.6pp | 67.9%+28.3pp |
| Annual return | -18.97% | 3.52%-22.5pp | 35.91%-54.9pp | -7.84%-11.1pp |
| Employer contribution / active EE | $1,558 | $2,173-28.3% | $2,836-45.1% | $2,596-40.0% |
| Participant deferral / active EE | $5,274 | $3,779+39.6% | $4,656+13.3% | $4,027+31.0% |
| Admin fee / account holder | $1,749 | $6,112-71.4% | $7,493-76.7% | $5,403-67.6% |