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 | $72,848 | $59,805+21.8% | $79,550-8.4% | $68,494+6.4% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -20.51% | -12.30%-8.2pp | 0.16%-20.7pp | -7.84%-12.7pp |
| Employer contribution / active EE | $7,229 | $1,505+380.3% | $2,413+199.6% | $2,596+178.4% |
| Participant deferral / active EE | $7,702 | $3,024+154.7% | $3,985+93.3% | $4,027+91.3% |
| Admin fee / account holder | $1,405 | $4,835-70.9% | $6,832-79.4% | $5,403-74.0% |