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 | $35,645 | $81,900-56.5% | $119,609-70.2% | $68,494-48.0% |
| Participation rate | 78.1% | 71.9%+6.2pp | 79.3%-1.1pp | 67.9%+10.2pp |
| Annual return | -20.92% | -23.82%+2.9pp | -14.97%-5.9pp | -7.84%-13.1pp |
| Employer contribution / active EE | $1,287 | $2,693-52.2% | $4,232-69.6% | $2,596-50.4% |
| Participant deferral / active EE | $2,579 | $4,148-37.8% | $5,602-54.0% | $4,027-36.0% |
| Admin fee / account holder | $571 | $6,582-91.3% | $10,323-94.5% | $5,403-89.4% |