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 | $74,179 | $73,867+0.4% | $143,757-48.4% | $68,494+8.3% |
| Participation rate | 96.5% | 66.7%+29.9pp | 80.3%+16.2pp | 67.9%+28.6pp |
| Annual return | -22.13% | 1.01%-23.1pp | -0.04%-22.1pp | -7.84%-14.3pp |
| Employer contribution / active EE | $2,792 | $3,184-12.3% | $4,951-43.6% | $2,596+7.6% |
| Participant deferral / active EE | $4,409 | $3,384+30.3% | $5,637-21.8% | $4,027+9.5% |
| Admin fee / account holder | $2,828 | $5,755-50.8% | $14,673-80.7% | $5,403-47.6% |