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 | $82,079 | $73,004+12.4% | $90,749-9.6% | $68,494+19.8% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -21.54% | -13.81%-7.7pp | -12.16%-9.4pp | -7.84%-13.7pp |
| Employer contribution / active EE | $2,838 | $2,193+29.4% | $2,921-2.8% | $2,596+9.3% |
| Participant deferral / active EE | $4,614 | $3,627+27.2% | $4,564+1.1% | $4,027+14.6% |
| Admin fee / account holder | $11,696 | $5,896+98.4% | $8,445+38.5% | $5,403+116.5% |