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 | $71,633 | $73,867-3.0% | $143,757-50.2% | $68,494+4.6% |
| Participation rate | 82.8% | 66.7%+16.1pp | 80.3%+2.5pp | 67.9%+14.9pp |
| Annual return | -19.43% | 1.01%-20.4pp | -0.04%-19.4pp | -7.84%-11.6pp |
| Employer contribution / active EE | $5,589 | $3,184+75.5% | $4,951+12.9% | $2,596+115.3% |
| Participant deferral / active EE | $11,595 | $3,384+242.6% | $5,637+105.7% | $4,027+187.9% |
| Admin fee / account holder | $1,805 | $5,755-68.6% | $14,673-87.7% | $5,403-66.6% |