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 | $83,979 | $73,004+15.0% | $90,749-7.5% | $68,494+22.6% |
| Participation rate | 88.9% | 70.8%+18.1pp | 75.7%+13.2pp | 67.9%+21.0pp |
| Annual return | -19.42% | -13.81%-5.6pp | -12.16%-7.3pp | -7.84%-11.6pp |
| Employer contribution / active EE | $3,523 | $2,193+60.7% | $2,921+20.6% | $2,596+35.7% |
| Participant deferral / active EE | $8,054 | $3,627+122.1% | $4,564+76.5% | $4,027+100.0% |
| Admin fee / account holder | $22,547 | $5,896+282.4% | $8,445+167.0% | $5,403+317.3% |