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 | $24,726 | $76,000-67.5% | $154,107-84.0% | $64,186-61.5% |
| Participation rate | 84.8% | 70.4%+14.4pp | 83.0%+1.8pp | 69.6%+15.3pp |
| Annual return | -15.97% | 30.32%-46.3pp | 735.12%-751.1pp | 7.63%-23.6pp |
| Employer contribution / active EE | $2,748 | $3,351-18.0% | $5,298-48.1% | $2,381+15.4% |
| Participant deferral / active EE | $2,907 | $3,175-8.4% | $5,081-42.8% | $3,470-16.2% |
| Admin fee / account holder | $1,881 | $5,596-66.4% | $13,411-86.0% | $4,888-61.5% |