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 | $62,568 | $71,883-13.0% | $86,677-27.8% | $68,494-8.7% |
| Participation rate | 77.5% | 72.2%+5.3pp | 76.6%+0.9pp | 67.9%+9.6pp |
| Annual return | -20.53% | 3.52%-24.1pp | 35.91%-56.4pp | -7.84%-12.7pp |
| Employer contribution / active EE | $4,330 | $2,173+99.3% | $2,836+52.7% | $2,596+66.8% |
| Participant deferral / active EE | $4,284 | $3,779+13.4% | $4,656-8.0% | $4,027+6.4% |
| Admin fee / account holder | $5,425 | $6,112-11.2% | $7,493-27.6% | $5,403+0.4% |