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 5-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 | $46,344 | $105,860-56.2% | $90,749-48.9% | $134,475-65.5% |
| Participation rate | 91.7% | 78.2%+13.4pp | 75.7%+16.0pp | 81.2%+10.4pp |
| Annual return | -22.53% | -11.01%-11.5pp | -12.16%-10.4pp | 417.96%-440.5pp |
| Employer contribution / active EE | $2,670 | $3,462-22.9% | $2,921-8.6% | $4,740-43.7% |
| Participant deferral / active EE | $7,709 | $5,216+47.8% | $4,564+68.9% | $6,400+20.5% |
| Admin fee / account holder | $1,272 | $13,938-90.9% | $8,445-84.9% | $11,426-88.9% |