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 | $34,440 | $62,586-45.0% | $76,768-55.1% | $64,186-46.3% |
| Participation rate | 89.7% | 72.8%+16.8pp | 77.0%+12.7pp | 69.6%+20.1pp |
| Annual return | -10.94% | -1.95%-9.0pp | 2.43%-13.4pp | 7.63%-18.6pp |
| Employer contribution / active EE | $3,436 | $1,832+87.6% | $2,485+38.3% | $2,381+44.3% |
| Participant deferral / active EE | $4,482 | $3,145+42.5% | $3,852+16.4% | $3,470+29.2% |
| Admin fee / account holder | $709 | $4,667-84.8% | $6,675-89.4% | $4,888-85.5% |