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 | $74,056 | $59,805+23.8% | $79,550-6.9% | $68,494+8.1% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -22.55% | -12.30%-10.2pp | 0.16%-22.7pp | -7.84%-14.7pp |
| Employer contribution / active EE | $2,604 | $1,505+73.0% | $2,413+7.9% | $2,596+0.3% |
| Participant deferral / active EE | $3,851 | $3,024+27.3% | $3,985-3.4% | $4,027-4.4% |
| Admin fee / account holder | $853 | $4,835-82.4% | $6,832-87.5% | $5,403-84.2% |