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 9-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 | $38,992 | $71,883-45.8% | $86,677-55.0% | $68,494-43.1% |
| Participation rate | 70.1% | 72.2%-2.1pp | 76.6%-6.4pp | 67.9%+2.3pp |
| Annual return | -27.61% | 3.52%-31.1pp | 35.91%-63.5pp | -7.84%-19.8pp |
| Employer contribution / active EE | $2,570 | $2,173+18.3% | $2,836-9.4% | $2,596-1.0% |
| Participant deferral / active EE | $4,165 | $3,779+10.2% | $4,656-10.5% | $4,027+3.4% |
| Admin fee / account holder | $3,324 | $6,112-45.6% | $7,493-55.6% | $5,403-38.5% |