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 | $39,425 | $79,633-50.5% | $93,789-58.0% | $68,494-42.4% |
| Participation rate | 95.0% | 75.4%+19.6pp | 81.0%+14.0pp | 67.9%+27.1pp |
| Annual return | -20.95% | -0.10%-20.9pp | -11.33%-9.6pp | -7.84%-13.1pp |
| Employer contribution / active EE | $3,521 | $3,665-3.9% | $4,323-18.5% | $2,596+35.6% |
| Participant deferral / active EE | $4,859 | $5,158-5.8% | $6,094-20.3% | $4,027+20.6% |
| Admin fee / account holder | $1,897 | $6,871-72.4% | $7,195-73.6% | $5,403-64.9% |