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 | $51,779 | $73,867-29.9% | $143,757-64.0% | $68,494-24.4% |
| Participation rate | 86.5% | 66.7%+19.9pp | 80.3%+6.2pp | 67.9%+18.7pp |
| Annual return | -20.63% | 1.01%-21.6pp | -0.04%-20.6pp | -7.84%-12.8pp |
| Employer contribution / active EE | $1,940 | $3,184-39.1% | $4,951-60.8% | $2,596-25.3% |
| Participant deferral / active EE | $4,632 | $3,384+36.9% | $5,637-17.8% | $4,027+15.0% |
| Admin fee / account holder | $547 | $5,755-90.5% | $14,673-96.3% | $5,403-89.9% |