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 | $56,413 | $81,900-31.1% | $119,609-52.8% | $68,494-17.6% |
| Participation rate | 72.4% | 71.9%+0.5pp | 79.3%-6.8pp | 67.9%+4.5pp |
| Annual return | -20.32% | -23.82%+3.5pp | -14.97%-5.3pp | -7.84%-12.5pp |
| Employer contribution / active EE | $2,099 | $2,693-22.1% | $4,232-50.4% | $2,596-19.1% |
| Participant deferral / active EE | $3,943 | $4,148-4.9% | $5,602-29.6% | $4,027-2.1% |
| Admin fee / account holder | $641 | $6,582-90.3% | $10,323-93.8% | $5,403-88.1% |