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 | $58,180 | $71,883-19.1% | $86,677-32.9% | $68,494-15.1% |
| Participation rate | 96.6% | 72.2%+24.3pp | 76.6%+20.0pp | 67.9%+28.7pp |
| Annual return | -20.39% | 3.52%-23.9pp | 35.91%-56.3pp | -7.84%-12.5pp |
| Employer contribution / active EE | $4,984 | $2,173+129.4% | $2,836+75.7% | $2,596+92.0% |
| Participant deferral / active EE | $6,592 | $3,779+74.4% | $4,656+41.6% | $4,027+63.7% |
| Admin fee / account holder | $9,338 | $6,112+52.8% | $7,493+24.6% | $5,403+72.8% |