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 | $70,889 | $81,900-13.4% | $119,609-40.7% | $68,494+3.5% |
| Participation rate | 86.5% | 71.9%+14.6pp | 79.3%+7.2pp | 67.9%+18.6pp |
| Annual return | -18.93% | -23.82%+4.9pp | -14.97%-4.0pp | -7.84%-11.1pp |
| Employer contribution / active EE | $2,989 | $2,693+11.0% | $4,232-29.4% | $2,596+15.1% |
| Participant deferral / active EE | $7,395 | $4,148+78.3% | $5,602+32.0% | $4,027+83.6% |
| Admin fee / account holder | $2,349 | $6,582-64.3% | $10,323-77.2% | $5,403-56.5% |