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 | $36,469 | $71,883-49.3% | $86,677-57.9% | $68,494-46.8% |
| Participation rate | 83.1% | 72.2%+10.8pp | 76.6%+6.5pp | 67.9%+15.2pp |
| Annual return | -23.83% | 3.52%-27.4pp | 35.91%-59.7pp | -7.84%-16.0pp |
| Employer contribution / active EE | $1,983 | $2,173-8.8% | $2,836-30.1% | $2,596-23.6% |
| Participant deferral / active EE | $4,351 | $3,779+15.2% | $4,656-6.5% | $4,027+8.0% |
| Admin fee / account holder | $1,402 | $6,112-77.1% | $7,493-81.3% | $5,403-74.1% |