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 | $45,972 | $50,958-9.8% | $74,550-38.3% | $64,186-28.4% |
| Participation rate | 97.4% | 61.1%+36.3pp | 69.1%+28.3pp | 69.6%+27.8pp |
| Annual return | -9.85% | -1.86%-8.0pp | 32.53%-42.4pp | 7.63%-17.5pp |
| Employer contribution / active EE | $1,765 | $1,115+58.3% | $1,961-10.0% | $2,381-25.9% |
| Participant deferral / active EE | $4,441 | $2,301+93.0% | $3,108+42.9% | $3,470+28.0% |
| Admin fee / account holder | $870 | $4,223-79.4% | $5,060-82.8% | $4,888-82.2% |