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 | $30,386 | $211,958-85.7% | $169,463-82.1% | $135,375-77.6% |
| Participation rate | 90.0% | 82.6%+7.4pp | 77.8%+12.2pp | 82.6%+7.4pp |
| Annual return | -9.48% | 3.26%-12.7pp | 1.83%-11.3pp | 519.73%-529.2pp |
| Employer contribution / active EE | $2,857 | $5,120-44.2% | $4,159-31.3% | $4,779-40.2% |
| Participant deferral / active EE | $3,136 | $6,075-48.4% | $5,277-40.6% | $5,609-44.1% |
| Admin fee / account holder | $4,096 | $11,471-64.3% | $9,109-55.0% | $10,827-62.2% |