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 | $46,191 | $81,900-43.6% | $119,609-61.4% | $68,494-32.6% |
| Participation rate | 96.3% | 71.9%+24.4pp | 79.3%+17.0pp | 67.9%+28.4pp |
| Annual return | -20.46% | -23.82%+3.4pp | -14.97%-5.5pp | -7.84%-12.6pp |
| Employer contribution / active EE | $2,334 | $2,693-13.3% | $4,232-44.9% | $2,596-10.1% |
| Participant deferral / active EE | $4,481 | $4,148+8.0% | $5,602-20.0% | $4,027+11.3% |
| Admin fee / account holder | $1,228 | $6,582-81.3% | $10,323-88.1% | $5,403-77.3% |