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 | $59,357 | $71,883-17.4% | $86,677-31.5% | $68,494-13.3% |
| Participation rate | 94.4% | 72.2%+22.2pp | 76.6%+17.9pp | 67.9%+26.6pp |
| Annual return | -21.41% | 3.52%-24.9pp | 35.91%-57.3pp | -7.84%-13.6pp |
| Employer contribution / active EE | $1,118 | $2,173-48.6% | $2,836-60.6% | $2,596-56.9% |
| Participant deferral / active EE | $1,749 | $3,779-53.7% | $4,656-62.4% | $4,027-56.6% |
| Admin fee / account holder | $2,266 | $6,112-62.9% | $7,493-69.8% | $5,403-58.1% |