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 | $21,143 | $56,484-62.6% | $169,463-87.5% | $64,186-67.1% |
| Participation rate | 78.4% | 64.5%+13.9pp | 77.8%+0.6pp | 69.6%+8.9pp |
| Annual return | -11.21% | -1.55%-9.7pp | 1.83%-13.0pp | 7.63%-18.8pp |
| Employer contribution / active EE | $3,247 | $1,832+77.2% | $4,159-21.9% | $2,381+36.4% |
| Participant deferral / active EE | $5,037 | $3,448+46.1% | $5,277-4.5% | $3,470+45.2% |
| Admin fee / account holder | $914 | $4,174-78.1% | $9,109-90.0% | $4,888-81.3% |