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 | $60,701 | $48,265+25.8% | $68,791-11.8% | $68,494-11.4% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | -20.16% | -12.71%-7.5pp | -6.38%-13.8pp | -7.84%-12.3pp |
| Employer contribution / active EE | $2,322 | $1,829+27.0% | $2,655-12.6% | $2,596-10.6% |
| Participant deferral / active EE | $5,011 | $2,867+74.8% | $3,941+27.1% | $4,027+24.4% |
| Admin fee / account holder | $3,583 | $4,355-17.7% | $4,932-27.4% | $5,403-33.7% |