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 | $43,432 | $42,383+2.5% | $76,523-43.2% | $64,186-32.3% |
| Participation rate | 81.3% | 58.1%+23.1pp | 68.0%+13.3pp | 69.6%+11.7pp |
| Annual return | -44.58% | -16.54%-28.0pp | -0.27%-44.3pp | 7.63%-52.2pp |
| Employer contribution / active EE | $6,097 | $1,563+290.0% | $2,647+130.3% | $2,381+156.1% |
| Participant deferral / active EE | $10,773 | $2,566+319.8% | $3,835+180.9% | $3,470+210.5% |
| Admin fee / account holder | $4,857 | $3,198+51.9% | $4,848+0.2% | $4,888-0.6% |