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 | $50,874 | $73,004-30.3% | $90,749-43.9% | $68,494-25.7% |
| Participation rate | 94.5% | 70.8%+23.7pp | 75.7%+18.9pp | 67.9%+26.7pp |
| Annual return | -19.25% | -13.81%-5.4pp | -12.16%-7.1pp | -7.84%-11.4pp |
| Employer contribution / active EE | $1,125 | $2,193-48.7% | $2,921-61.5% | $2,596-56.7% |
| Participant deferral / active EE | $3,182 | $3,627-12.2% | $4,564-30.3% | $4,027-21.0% |
| Admin fee / account holder | $7,511 | $5,896+27.4% | $8,445-11.1% | $5,403+39.0% |