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 | $35,429 | $71,883-50.7% | $86,677-59.1% | $68,494-48.3% |
| Participation rate | 95.1% | 72.2%+22.9pp | 76.6%+18.5pp | 67.9%+27.2pp |
| Annual return | -25.29% | 3.52%-28.8pp | 35.91%-61.2pp | -7.84%-17.4pp |
| Employer contribution / active EE | $2,846 | $2,173+31.0% | $2,836+0.3% | $2,596+9.6% |
| Participant deferral / active EE | $5,759 | $3,779+52.4% | $4,656+23.7% | $4,027+43.0% |
| Admin fee / account holder | $1,176 | $6,112-80.8% | $7,493-84.3% | $5,403-78.2% |