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 | $57,183 | $81,900-30.2% | $119,609-52.2% | $68,494-16.5% |
| Participation rate | 93.1% | 71.9%+21.2pp | 79.3%+13.8pp | 67.9%+25.2pp |
| Annual return | -20.99% | -23.82%+2.8pp | -14.97%-6.0pp | -7.84%-13.1pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,042 | $4,148+69.8% | $5,602+25.7% | $4,027+74.9% |
| Admin fee / account holder | $968 | $6,582-85.3% | $10,323-90.6% | $5,403-82.1% |