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 | $50,230 | $73,004-31.2% | $90,749-44.6% | $68,494-26.7% |
| Participation rate | 97.8% | 70.8%+26.9pp | 75.7%+22.1pp | 67.9%+29.9pp |
| Annual return | -22.59% | -13.81%-8.8pp | -12.16%-10.4pp | -7.84%-14.7pp |
| Employer contribution / active EE | $1,900 | $2,193-13.3% | $2,921-34.9% | $2,596-26.8% |
| Participant deferral / active EE | $2,872 | $3,627-20.8% | $4,564-37.1% | $4,027-28.7% |
| Admin fee / account holder | $3,357 | $5,896-43.1% | $8,445-60.2% | $5,403-37.9% |