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 | $43,345 | $54,229-20.1% | $70,092-38.2% | $68,494-36.7% |
| Participation rate | 97.3% | 64.5%+32.8pp | 70.5%+26.8pp | 67.9%+29.4pp |
| Annual return | -20.14% | -13.87%-6.3pp | 190.73%-210.9pp | -7.84%-12.3pp |
| Employer contribution / active EE | $1,969 | $2,018-2.5% | $2,559-23.1% | $2,596-24.2% |
| Participant deferral / active EE | $3,483 | $2,956+17.9% | $3,849-9.5% | $4,027-13.5% |
| Admin fee / account holder | $2,785 | $4,694-40.7% | $6,267-55.6% | $5,403-48.5% |