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 | $47,985 | $71,883-33.2% | $86,677-44.6% | $68,494-29.9% |
| Participation rate | 75.6% | 72.2%+3.4pp | 76.6%-1.0pp | 67.9%+7.7pp |
| Annual return | -24.29% | 3.52%-27.8pp | 35.91%-60.2pp | -7.84%-16.4pp |
| Employer contribution / active EE | $1,650 | $2,173-24.0% | $2,836-41.8% | $2,596-36.4% |
| Participant deferral / active EE | $3,192 | $3,779-15.5% | $4,656-31.4% | $4,027-20.7% |
| Admin fee / account holder | $2,007 | $6,112-67.2% | $7,493-73.2% | $5,403-62.8% |