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 | $45,805 | $62,586-26.8% | $76,768-40.3% | $64,186-28.6% |
| Participation rate | 95.7% | 72.8%+22.9pp | 77.0%+18.8pp | 69.6%+26.2pp |
| Annual return | -14.03% | -1.95%-12.1pp | 2.43%-16.5pp | 7.63%-21.7pp |
| Employer contribution / active EE | $2,116 | $1,832+15.5% | $2,485-14.9% | $2,381-11.1% |
| Participant deferral / active EE | $4,199 | $3,145+33.5% | $3,852+9.0% | $3,470+21.0% |
| Admin fee / account holder | $2,029 | $4,667-56.5% | $6,675-69.6% | $4,888-58.5% |