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 | $53,599 | $71,883-25.4% | $86,677-38.2% | $68,494-21.7% |
| Participation rate | 75.6% | 72.2%+3.3pp | 76.6%-1.0pp | 67.9%+7.7pp |
| Annual return | -19.10% | 3.52%-22.6pp | 35.91%-55.0pp | -7.84%-11.3pp |
| Employer contribution / active EE | $2,941 | $2,173+35.4% | $2,836+3.7% | $2,596+13.3% |
| Participant deferral / active EE | $4,782 | $3,779+26.6% | $4,656+2.7% | $4,027+18.7% |
| Admin fee / account holder | $9,376 | $6,112+53.4% | $7,493+25.1% | $5,403+73.5% |