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 | $48,026 | $81,900-41.4% | $119,609-59.8% | $68,494-29.9% |
| Participation rate | 88.6% | 71.9%+16.7pp | 79.3%+9.3pp | 67.9%+20.7pp |
| Annual return | -22.69% | -23.82%+1.1pp | -14.97%-7.7pp | -7.84%-14.8pp |
| Employer contribution / active EE | $2,260 | $2,693-16.1% | $4,232-46.6% | $2,596-12.9% |
| Participant deferral / active EE | $6,541 | $4,148+57.7% | $5,602+16.8% | $4,027+62.4% |
| Admin fee / account holder | $6,331 | $6,582-3.8% | $10,323-38.7% | $5,403+17.2% |