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 | $43,105 | $54,726-21.2% | $68,793-37.3% | $64,186-32.8% |
| Participation rate | 89.4% | 68.0%+21.4pp | 72.2%+17.2pp | 69.6%+19.8pp |
| Annual return | -10.43% | -1.62%-8.8pp | -4.63%-5.8pp | 7.63%-18.1pp |
| Employer contribution / active EE | $3,981 | $1,846+115.7% | $2,625+51.7% | $2,381+67.2% |
| Participant deferral / active EE | $1,941 | $2,626-26.1% | $3,311-41.4% | $3,470-44.1% |
| Admin fee / account holder | $1,440 | $4,027-64.2% | $5,131-71.9% | $4,888-70.5% |