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 | $28,555 | $77,813-63.3% | $123,544-76.9% | $64,186-55.5% |
| Participation rate | 84.6% | 74.7%+9.9pp | 82.3%+2.3pp | 69.6%+15.0pp |
| Annual return | -9.73% | 12.48%-22.2pp | 119.20%-128.9pp | 7.63%-17.4pp |
| Employer contribution / active EE | $577 | $3,014-80.9% | $4,628-87.5% | $2,381-75.8% |
| Participant deferral / active EE | $3,735 | $5,240-28.7% | $6,426-41.9% | $3,470+7.6% |
| Admin fee / account holder | $2,162 | $5,519-60.8% | $9,284-76.7% | $4,888-55.8% |