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 | $57,097 | $76,552-25.4% | $123,892-53.9% | $62,891-9.2% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | -7.59% | 18.68%-26.3pp | 47.52%-55.1pp | 20.14%-27.7pp |
| Employer contribution / active EE | $1,607 | $2,883-44.2% | $4,617-65.2% | $2,281-29.5% |
| Participant deferral / active EE | $8,123 | $4,840+67.8% | $5,984+35.7% | $3,203+153.6% |
| Admin fee / account holder | $10,890 | $4,826+125.7% | $8,357+30.3% | $4,296+153.5% |