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 | $65,133 | $71,883-9.4% | $86,677-24.9% | $68,494-4.9% |
| Participation rate | 96.7% | 72.2%+24.5pp | 76.6%+20.1pp | 67.9%+28.8pp |
| Annual return | -19.91% | 3.52%-23.4pp | 35.91%-55.8pp | -7.84%-12.1pp |
| Employer contribution / active EE | $1,297 | $2,173-40.3% | $2,836-54.3% | $2,596-50.1% |
| Participant deferral / active EE | $6,997 | $3,779+85.2% | $4,656+50.3% | $4,027+73.7% |
| Admin fee / account holder | $16,966 | $6,112+177.6% | $7,493+126.4% | $5,403+214.0% |