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 | $24,747 | $64,707-61.8% | $112,228-77.9% | $68,494-63.9% |
| Participation rate | 93.8% | 67.2%+26.6pp | 75.1%+18.7pp | 67.9%+25.9pp |
| Annual return | -22.58% | -11.40%-11.2pp | 27.45%-50.0pp | -7.84%-14.7pp |
| Employer contribution / active EE | $2,104 | $2,746-23.4% | $3,635-42.1% | $2,596-19.0% |
| Participant deferral / active EE | $4,094 | $3,565+14.8% | $4,728-13.4% | $4,027+1.7% |
| Admin fee / account holder | $1,780 | $5,232-66.0% | $6,410-72.2% | $5,403-67.0% |