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 | $47,104 | $53,596-12.1% | $90,645-48.0% | $64,186-26.6% |
| Participation rate | 72.1% | 64.5%+7.6pp | 74.0%-1.9pp | 69.6%+2.5pp |
| Annual return | -9.48% | 4.41%-13.9pp | 1.88%-11.4pp | 7.63%-17.1pp |
| Employer contribution / active EE | $1,506 | $1,503+0.2% | $2,532-40.5% | $2,381-36.8% |
| Participant deferral / active EE | $3,305 | $2,459+34.4% | $3,425-3.5% | $3,470-4.7% |
| Admin fee / account holder | $2,115 | $3,868-45.3% | $4,994-57.6% | $4,888-56.7% |