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 | $21,591 | $77,813-72.3% | $123,544-82.5% | $64,186-66.4% |
| Participation rate | 93.7% | 74.7%+18.9pp | 82.3%+11.4pp | 69.6%+24.1pp |
| Annual return | -8.70% | 12.48%-21.2pp | 119.20%-127.9pp | 7.63%-16.3pp |
| Employer contribution / active EE | $3,001 | $3,014-0.4% | $4,628-35.2% | $2,381+26.1% |
| Participant deferral / active EE | $5,249 | $5,240+0.2% | $6,426-18.3% | $3,470+51.3% |
| Admin fee / account holder | $1,860 | $5,519-66.3% | $9,284-80.0% | $4,888-62.0% |