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 | $78,448 | $69,010+13.7% | $159,960-51.0% | $68,494+14.5% |
| Participation rate | 82.9% | 65.4%+17.4pp | 78.0%+4.9pp | 67.9%+15.0pp |
| Annual return | -20.61% | -9.65%-11.0pp | 408.60%-429.2pp | -7.84%-12.8pp |
| Employer contribution / active EE | $1,504 | $2,213-32.1% | $4,226-64.4% | $2,596-42.1% |
| Participant deferral / active EE | $6,949 | $4,212+65.0% | $6,182+12.4% | $4,027+72.6% |
| Admin fee / account holder | $826 | $4,798-82.8% | $8,698-90.5% | $5,403-84.7% |