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 | $47,735 | $64,707-26.2% | $112,228-57.5% | $68,494-30.3% |
| Participation rate | 70.4% | 67.2%+3.2pp | 75.1%-4.7pp | 67.9%+2.5pp |
| Annual return | -20.20% | -11.40%-8.8pp | 27.45%-47.6pp | -7.84%-12.4pp |
| Employer contribution / active EE | $2,780 | $2,746+1.2% | $3,635-23.5% | $2,596+7.1% |
| Participant deferral / active EE | $4,350 | $3,565+22.0% | $4,728-8.0% | $4,027+8.0% |
| Admin fee / account holder | $410 | $5,232-92.2% | $6,410-93.6% | $5,403-92.4% |