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 | $36,960 | $77,813-52.5% | $123,544-70.1% | $64,186-42.4% |
| Participation rate | 75.8% | 74.7%+1.0pp | 82.3%-6.5pp | 69.6%+6.2pp |
| Annual return | -9.50% | 12.48%-22.0pp | 119.20%-128.7pp | 7.63%-17.1pp |
| Employer contribution / active EE | $3,655 | $3,014+21.3% | $4,628-21.0% | $2,381+53.5% |
| Participant deferral / active EE | $6,424 | $5,240+22.6% | $6,4260% | $3,470+85.2% |
| Admin fee / account holder | $2,905 | $5,519-47.4% | $9,284-68.7% | $4,888-40.6% |