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 | $31,411 | $76,552-59.0% | $123,892-74.6% | $62,891-50.1% |
| Participation rate | 91.4% | 73.0%+18.4pp | 81.4%+10.0pp | 69.3%+22.1pp |
| Annual return | -15.55% | 18.68%-34.2pp | 47.52%-63.1pp | 20.14%-35.7pp |
| Employer contribution / active EE | $2,171 | $2,883-24.7% | $4,617-53.0% | $2,281-4.8% |
| Participant deferral / active EE | $7,864 | $4,840+62.5% | $5,984+31.4% | $3,203+145.5% |
| Admin fee / account holder | $4,969 | $4,826+3.0% | $8,357-40.5% | $4,296+15.7% |