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 | $152,020 | $81,900+85.6% | $119,609+27.1% | $68,494+121.9% |
| Participation rate | 71.4% | 71.9%-0.5pp | 79.3%-7.8pp | 67.9%+3.5pp |
| Annual return | -20.99% | -23.82%+2.8pp | -14.97%-6.0pp | -7.84%-13.1pp |
| Employer contribution / active EE | $2,572 | $2,693-4.5% | $4,232-39.2% | $2,596-0.9% |
| Participant deferral / active EE | $5,210 | $4,148+25.6% | $5,602-7.0% | $4,027+29.4% |
| Admin fee / account holder | $22,868 | $6,582+247.4% | $10,323+121.5% | $5,403+323.3% |