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 | $34,716 | $95,803-63.8% | $113,168-69.3% | $84,808-59.1% |
| Participation rate | 96.8% | 72.9%+23.9pp | 76.6%+20.2pp | 68.3%+28.5pp |
| Annual return | -31.84% | 25.00%-56.8pp | 24.27%-56.1pp | 40.90%-72.7pp |
| Employer contribution / active EE | $4,000 | $2,360+69.5% | $2,975+34.4% | $2,631+52.0% |
| Participant deferral / active EE | $4,755 | $4,242+12.1% | $5,107-6.9% | $4,212+12.9% |
| Admin fee / account holder | $5,193 | $8,989-42.2% | $12,068-57.0% | $7,344-29.3% |