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 | $54,819 | $77,813-29.6% | $123,544-55.6% | $64,186-14.6% |
| Participation rate | 86.0% | 74.7%+11.3pp | 82.3%+3.8pp | 69.6%+16.5pp |
| Annual return | -9.13% | 12.48%-21.6pp | 119.20%-128.3pp | 7.63%-16.8pp |
| Employer contribution / active EE | $3,438 | $3,014+14.1% | $4,628-25.7% | $2,381+44.4% |
| Participant deferral / active EE | $8,404 | $5,240+60.4% | $6,426+30.8% | $3,470+142.2% |
| Admin fee / account holder | $3,972 | $5,519-28.0% | $9,284-57.2% | $4,888-18.7% |