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 | $48,682 | $110,094-55.8% | $151,611-67.9% | $68,494-28.9% |
| Participation rate | 94.9% | 84.0%+10.9pp | 87.5%+7.4pp | 67.9%+27.0pp |
| Annual return | -22.08% | -10.12%-12.0pp | 3.33%-25.4pp | -7.84%-14.2pp |
| Employer contribution / active EE | $3,040 | $4,471-32.0% | $6,166-50.7% | $2,596+17.1% |
| Participant deferral / active EE | $7,077 | $6,527+8.4% | $8,363-15.4% | $4,027+75.7% |
| Admin fee / account holder | $21,043 | $7,719+172.6% | $11,616+81.2% | $5,403+289.5% |