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 | $44,234 | $57,354-22.9% | $83,848-47.2% | $64,186-31.1% |
| Participation rate | 85.7% | 68.6%+17.1pp | 76.1%+9.6pp | 69.6%+16.1pp |
| Annual return | -10.31% | 11.38%-21.7pp | 850.88%-861.2pp | 7.63%-17.9pp |
| Employer contribution / active EE | $3,621 | $2,545+42.2% | $3,631-0.3% | $2,381+52.1% |
| Participant deferral / active EE | $6,582 | $2,993+119.9% | $4,082+61.3% | $3,470+89.7% |
| Admin fee / account holder | $1,038 | $4,046-74.3% | $5,478-81.1% | $4,888-78.8% |