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 | $65,764 | $110,094-40.3% | $151,611-56.6% | $68,494-4.0% |
| Participation rate | 98.3% | 84.0%+14.3pp | 87.5%+10.8pp | 67.9%+30.4pp |
| Annual return | -18.69% | -10.12%-8.6pp | 3.33%-22.0pp | -7.84%-10.8pp |
| Employer contribution / active EE | $3,600 | $4,471-19.5% | $6,166-41.6% | $2,596+38.7% |
| Participant deferral / active EE | $4,688 | $6,527-28.2% | $8,363-43.9% | $4,027+16.4% |
| Admin fee / account holder | $1,479 | $7,719-80.8% | $11,616-87.3% | $5,403-72.6% |