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 | $60,219 | $71,883-16.2% | $86,677-30.5% | $68,494-12.1% |
| Participation rate | 84.4% | 72.2%+12.2pp | 76.6%+7.9pp | 67.9%+16.6pp |
| Annual return | -20.02% | 3.52%-23.5pp | 35.91%-55.9pp | -7.84%-12.2pp |
| Employer contribution / active EE | $1,266 | $2,173-41.8% | $2,836-55.4% | $2,596-51.3% |
| Participant deferral / active EE | $2,949 | $3,779-21.9% | $4,656-36.6% | $4,027-26.8% |
| Admin fee / account holder | $1,532 | $6,112-74.9% | $7,493-79.6% | $5,403-71.7% |