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 | $51,672 | $64,707-20.1% | $112,228-54.0% | $68,494-24.6% |
| Participation rate | 79.7% | 67.2%+12.5pp | 75.1%+4.6pp | 67.9%+11.8pp |
| Annual return | -19.58% | -11.40%-8.2pp | 27.45%-47.0pp | -7.84%-11.7pp |
| Employer contribution / active EE | $1,743 | $2,746-36.5% | $3,635-52.0% | $2,596-32.9% |
| Participant deferral / active EE | $3,057 | $3,565-14.2% | $4,728-35.3% | $4,027-24.1% |
| Admin fee / account holder | $5,102 | $5,232-2.5% | $6,410-20.4% | $5,403-5.6% |