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 | $55,730 | $65,365-14.7% | $92,893-40.0% | $72,985-23.6% |
| Participation rate | 73.1% | 68.3%+4.8pp | 76.0%-2.9pp | 69.5%+3.6pp |
| Annual return | -0.06% | 42.10%-42.2pp | 109.41%-109.5pp | 81.00%-81.1pp |
| Employer contribution / active EE | $1,009 | $2,594-61.1% | $3,653-72.4% | $2,440-58.6% |
| Participant deferral / active EE | $3,952 | $3,128+26.3% | $4,236-6.7% | $3,607+9.6% |
| Admin fee / account holder | $2,128 | $4,251-49.9% | $5,794-63.3% | $5,124-58.5% |