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 | $64,568 | $72,607-11.1% | $90,749-28.9% | $66,914-3.5% |
| Participation rate | 96.1% | 73.7%+22.4pp | 75.7%+20.4pp | 69.8%+26.3pp |
| Annual return | -19.16% | -12.28%-6.9pp | -12.16%-7.0pp | 1.58%-20.7pp |
| Employer contribution / active EE | $2,272 | $2,369-4.1% | $2,921-22.2% | $2,544-10.7% |
| Participant deferral / active EE | $3,361 | $3,977-15.5% | $4,564-26.4% | $4,237-20.7% |
| Admin fee / account holder | $6,464 | $707+813.9% | $8,445-23.5% | $593+989.5% |