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 | $34,614 | $81,947-57.8% | $105,387-67.2% | $72,985-52.6% |
| Participation rate | 85.7% | 76.5%+9.2pp | 82.6%+3.1pp | 69.5%+16.2pp |
| Annual return | -2.41% | 42.90%-45.3pp | 26.82%-29.2pp | 81.00%-83.4pp |
| Employer contribution / active EE | $2,137 | $3,468-38.4% | $4,213-49.3% | $2,440-12.4% |
| Participant deferral / active EE | $3,204 | $4,494-28.7% | $5,502-41.8% | $3,607-11.2% |
| Admin fee / account holder | $21,177 | $6,258+238.4% | $6,559+222.9% | $5,124+313.3% |