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 | $34,368 | $57,354-40.1% | $83,848-59.0% | $64,186-46.5% |
| Participation rate | 80.8% | 68.6%+12.2pp | 76.1%+4.6pp | 69.6%+11.2pp |
| Annual return | -10.18% | 11.38%-21.6pp | 850.88%-861.1pp | 7.63%-17.8pp |
| Employer contribution / active EE | $4,431 | $2,545+74.1% | $3,631+22.0% | $2,381+86.1% |
| Participant deferral / active EE | $7,013 | $2,993+134.3% | $4,082+71.8% | $3,470+102.1% |
| Admin fee / account holder | $8,836 | $4,046+118.4% | $5,478+61.3% | $4,888+80.8% |