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 | $43,762 | $42,894+2.0% | $60,874-28.1% | $68,494-36.1% |
| Participation rate | 85.7% | 66.8%+18.9pp | 73.1%+12.6pp | 67.9%+17.8pp |
| Annual return | -19.59% | -13.98%-5.6pp | 16.90%-36.5pp | -7.84%-11.7pp |
| Employer contribution / active EE | $2,445 | $1,978+23.6% | $2,701-9.5% | $2,596-5.8% |
| Participant deferral / active EE | $7,168 | $2,867+150.0% | $3,817+87.8% | $4,027+78.0% |
| Admin fee / account holder | $2,496 | $3,101-19.5% | $3,224-22.6% | $5,403-53.8% |