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 | $32,432 | $77,813-58.3% | $123,544-73.7% | $64,186-49.5% |
| Participation rate | 84.0% | 74.7%+9.3pp | 82.3%+1.7pp | 69.6%+14.4pp |
| Annual return | -9.75% | 12.48%-22.2pp | 119.20%-128.9pp | 7.63%-17.4pp |
| Employer contribution / active EE | $3,624 | $3,014+20.2% | $4,628-21.7% | $2,381+52.2% |
| Participant deferral / active EE | $6,560 | $5,240+25.2% | $6,426+2.1% | $3,470+89.1% |
| Admin fee / account holder | $1,225 | $5,519-77.8% | $9,284-86.8% | $4,888-74.9% |