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 | $30,676 | $77,813-60.6% | $123,544-75.2% | $64,186-52.2% |
| Participation rate | 90.0% | 74.7%+15.3pp | 82.3%+7.7pp | 69.6%+20.4pp |
| Annual return | -12.00% | 12.48%-24.5pp | 119.20%-131.2pp | 7.63%-19.6pp |
| Employer contribution / active EE | $1,106 | $3,014-63.3% | $4,628-76.1% | $2,381-53.6% |
| Participant deferral / active EE | $4,493 | $5,240-14.3% | $6,426-30.1% | $3,470+29.5% |
| Admin fee / account holder | $3,637 | $5,519-34.1% | $9,284-60.8% | $4,888-25.6% |