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 | $60,245 | $81,900-26.4% | $119,609-49.6% | $68,494-12.0% |
| Participation rate | 88.9% | 71.9%+17.0pp | 79.3%+9.6pp | 67.9%+21.0pp |
| Annual return | -19.07% | -23.82%+4.7pp | -14.97%-4.1pp | -7.84%-11.2pp |
| Employer contribution / active EE | $5,470 | $2,693+103.1% | $4,232+29.3% | $2,596+110.7% |
| Participant deferral / active EE | $3,999 | $4,148-3.6% | $5,602-28.6% | $4,027-0.7% |
| Admin fee / account holder | $361 | $6,582-94.5% | $10,323-96.5% | $5,403-93.3% |