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 | $37,441 | $62,586-40.2% | $76,768-51.2% | $64,186-41.7% |
| Participation rate | 77.0% | 72.8%+4.2pp | 77.0%+0.1pp | 69.6%+7.5pp |
| Annual return | -8.41% | -1.95%-6.5pp | 2.43%-10.8pp | 7.63%-16.0pp |
| Employer contribution / active EE | $3,164 | $1,832+72.7% | $2,485+27.3% | $2,381+32.9% |
| Participant deferral / active EE | $6,033 | $3,145+91.9% | $3,852+56.6% | $3,470+73.9% |
| Admin fee / account holder | $1,582 | $4,667-66.1% | $6,675-76.3% | $4,888-67.6% |