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 | $56,284 | $69,010-18.4% | $159,960-64.8% | $68,494-17.8% |
| Participation rate | 79.3% | 65.4%+13.9pp | 78.0%+1.4pp | 67.9%+11.4pp |
| Annual return | -19.49% | -9.65%-9.8pp | 408.60%-428.1pp | -7.84%-11.6pp |
| Employer contribution / active EE | $2,054 | $2,213-7.2% | $4,226-51.4% | $2,596-20.9% |
| Participant deferral / active EE | $3,764 | $4,212-10.6% | $6,182-39.1% | $4,027-6.5% |
| Admin fee / account holder | $1,365 | $4,798-71.6% | $8,698-84.3% | $5,403-74.7% |