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 | $45,417 | $77,813-41.6% | $123,544-63.2% | $64,186-29.2% |
| Participation rate | 89.7% | 74.7%+15.0pp | 82.3%+7.4pp | 69.6%+20.2pp |
| Annual return | -20.20% | 12.48%-32.7pp | 119.20%-139.4pp | 7.63%-27.8pp |
| Employer contribution / active EE | $3,667 | $3,014+21.7% | $4,628-20.8% | $2,381+54.0% |
| Participant deferral / active EE | $9,972 | $5,240+90.3% | $6,426+55.2% | $3,470+187.4% |
| Admin fee / account holder | $3,022 | $5,519-45.2% | $9,284-67.5% | $4,888-38.2% |