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 | $40,583 | $59,839-32.2% | $81,983-50.5% | $79,858-49.2% |
| Participation rate | 82.9% | 61.6%+21.2pp | 69.2%+13.6pp | 69.6%+13.2pp |
| Annual return | -10.40% | 17.56%-28.0pp | 41.31%-51.7pp | 31.71%-42.1pp |
| Employer contribution / active EE | $1,466 | $1,713-14.4% | $2,498-41.3% | $2,471-40.7% |
| Participant deferral / active EE | $3,328 | $2,695+23.5% | $3,722-10.6% | $3,740-11.0% |
| Admin fee / account holder | $1,619 | $4,287-62.2% | $5,664-71.4% | $5,306-69.5% |