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 | $53,509 | $73,004-26.7% | $90,749-41.0% | $68,494-21.9% |
| Participation rate | 88.9% | 70.8%+18.1pp | 75.7%+13.2pp | 67.9%+21.0pp |
| Annual return | -19.18% | -13.81%-5.4pp | -12.16%-7.0pp | -7.84%-11.3pp |
| Employer contribution / active EE | $2,267 | $2,193+3.4% | $2,921-22.4% | $2,596-12.7% |
| Participant deferral / active EE | $4,910 | $3,627+35.4% | $4,564+7.6% | $4,027+21.9% |
| Admin fee / account holder | $1,358 | $5,896-77.0% | $8,445-83.9% | $5,403-74.9% |