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 | $31,289 | $48,265-35.2% | $68,791-54.5% | $68,494-54.3% |
| Participation rate | 93.8% | 60.7%+33.2pp | 69.0%+24.8pp | 67.9%+26.0pp |
| Annual return | -20.68% | -12.71%-8.0pp | -6.38%-14.3pp | -7.84%-12.8pp |
| Employer contribution / active EE | $6,105 | $1,829+233.8% | $2,655+129.9% | $2,596+135.1% |
| Participant deferral / active EE | $5,475 | $2,867+91.0% | $3,941+38.9% | $4,027+36.0% |
| Admin fee / account holder | $4,791 | $4,355+10.0% | $4,932-2.9% | $5,403-11.3% |