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 | $39,202 | $50,958-23.1% | $74,550-47.4% | $64,186-38.9% |
| Participation rate | 70.6% | 61.1%+9.5pp | 69.1%+1.4pp | 69.6%+1.0pp |
| Annual return | -8.11% | -1.86%-6.3pp | 32.53%-40.6pp | 7.63%-15.7pp |
| Employer contribution / active EE | $2,415 | $1,115+116.5% | $1,961+23.2% | $2,381+1.4% |
| Participant deferral / active EE | $2,489 | $2,301+8.1% | $3,108-19.9% | $3,470-28.3% |
| Admin fee / account holder | $900 | $4,223-78.7% | $5,060-82.2% | $4,888-81.6% |