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 | $52,767 | $57,354-8.0% | $83,848-37.1% | $64,186-17.8% |
| Participation rate | 71.0% | 68.6%+2.4pp | 76.1%-5.2pp | 69.6%+1.4pp |
| Annual return | -11.26% | 11.38%-22.6pp | 850.88%-862.1pp | 7.63%-18.9pp |
| Employer contribution / active EE | $1,356 | $2,545-46.7% | $3,631-62.7% | $2,381-43.1% |
| Participant deferral / active EE | $3,266 | $2,993+9.1% | $4,082-20.0% | $3,470-5.9% |
| Admin fee / account holder | $1,964 | $4,046-51.4% | $5,478-64.1% | $4,888-59.8% |