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 | $26,466 | $42,383-37.6% | $76,523-65.4% | $64,186-58.8% |
| Participation rate | 89.8% | 58.1%+31.7pp | 68.0%+21.8pp | 69.6%+20.2pp |
| Annual return | -10.27% | -16.54%+6.3pp | -0.27%-10.0pp | 7.63%-17.9pp |
| Employer contribution / active EE | $1,527 | $1,563-2.3% | $2,647-42.3% | $2,381-35.9% |
| Participant deferral / active EE | $2,314 | $2,566-9.8% | $3,835-39.7% | $3,470-33.3% |
| Admin fee / account holder | $1,398 | $3,198-56.3% | $4,848-71.2% | $4,888-71.4% |