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 | $39,806 | $77,813-48.8% | $123,544-67.8% | $64,186-38.0% |
| Participation rate | 94.8% | 74.7%+20.1pp | 82.3%+12.5pp | 69.6%+25.2pp |
| Annual return | -10.59% | 12.48%-23.1pp | 119.20%-129.8pp | 7.63%-18.2pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $10,541 | $5,240+101.2% | $6,426+64.1% | $3,470+203.8% |
| Admin fee / account holder | $752 | $5,519-86.4% | $9,284-91.9% | $4,888-84.6% |