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 | $31,519 | $69,977-55.0% | $108,579-71.0% | $62,891-49.9% |
| Participation rate | 75.0% | 72.9%+2.1pp | 79.6%-4.6pp | 69.3%+5.7pp |
| Annual return | -20.81% | 10.73%-31.5pp | -51.70%+30.9pp | 20.14%-41.0pp |
| Employer contribution / active EE | $662 | $2,135-69.0% | $3,758-82.4% | $2,281-71.0% |
| Participant deferral / active EE | $1,450 | $3,165-54.2% | $4,311-66.4% | $3,203-54.7% |
| Admin fee / account holder | $9,782 | $5,076+92.7% | $7,645+28.0% | $4,296+127.7% |