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 | $32,064 | $85,790-62.6% | $67,313-52.4% | $135,375-76.3% |
| Participation rate | 71.4% | 76.5%-5.0pp | 69.1%+2.3pp | 82.6%-11.2pp |
| Annual return | -9.71% | -0.54%-9.2pp | -4.08%-5.6pp | 519.73%-529.4pp |
| Employer contribution / active EE | $3,507 | $3,487+0.6% | $2,566+36.7% | $4,779-26.6% |
| Participant deferral / active EE | $5,860 | $4,651+26.0% | $3,568+64.2% | $5,609+4.5% |
| Admin fee / account holder | $865 | $6,392-86.5% | $4,507-80.8% | $10,827-92.0% |