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 | $55,052 | $64,707-14.9% | $112,228-50.9% | $68,494-19.6% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -20.49% | -11.40%-9.1pp | 27.45%-47.9pp | -7.84%-12.6pp |
| Employer contribution / active EE | $2,017 | $2,746-26.5% | $3,635-44.5% | $2,596-22.3% |
| Participant deferral / active EE | $4,692 | $3,565+31.6% | $4,728-0.8% | $4,027+16.5% |
| Admin fee / account holder | $1,602 | $5,232-69.4% | $6,410-75.0% | $5,403-70.3% |