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 | $51,552 | $82,032-37.2% | $123,104-58.1% | $59,632-13.6% |
| Participation rate | 82.9% | 83.2%-0.3pp | 86.8%-3.9pp | 68.7%+14.3pp |
| Annual return | -17.01% | 5.12%-22.1pp | 13.22%-30.2pp | 2041.28%-2058.3pp |
| Employer contribution / active EE | $2,576 | $3,297-21.8% | $5,151-50.0% | $2,203+17.0% |
| Participant deferral / active EE | $3,834 | $4,667-17.8% | $6,230-38.5% | $3,192+20.1% |
| Admin fee / account holder | $6,245 | $5,881+6.2% | $9,015-30.7% | $4,297+45.3% |