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 | $58,283 | $64,707-9.9% | $112,228-48.1% | $68,494-14.9% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -20.00% | -11.40%-8.6pp | 27.45%-47.4pp | -7.84%-12.2pp |
| Employer contribution / active EE | $2,738 | $2,746-0.3% | $3,635-24.7% | $2,596+5.5% |
| Participant deferral / active EE | $5,425 | $3,565+52.2% | $4,728+14.7% | $4,027+34.7% |
| Admin fee / account holder | $1,619 | $5,232-69.1% | $6,410-74.7% | $5,403-70.0% |