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 | $37,992 | $72,404-47.5% | $110,238-65.5% | $64,186-40.8% |
| Participation rate | 92.1% | 73.3%+18.8pp | 79.8%+12.3pp | 69.6%+22.5pp |
| Annual return | -10.49% | -6.29%-4.2pp | 314.74%-325.2pp | 7.63%-18.1pp |
| Employer contribution / active EE | $2,550 | $2,282+11.8% | $3,826-33.4% | $2,381+7.1% |
| Participant deferral / active EE | $3,777 | $3,469+8.9% | $4,672-19.2% | $3,470+8.8% |
| Admin fee / account holder | $3,658 | $5,664-35.4% | $8,547-57.2% | $4,888-25.2% |