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 | $41,217 | $48,265-14.6% | $68,791-40.1% | $68,494-39.8% |
| Participation rate | 97.4% | 60.7%+36.8pp | 69.0%+28.4pp | 67.9%+29.5pp |
| Annual return | -19.61% | -12.71%-6.9pp | -6.38%-13.2pp | -7.84%-11.8pp |
| Employer contribution / active EE | $2,731 | $1,829+49.3% | $2,655+2.9% | $2,596+5.2% |
| Participant deferral / active EE | $4,913 | $2,867+71.4% | $3,941+24.7% | $4,027+22.0% |
| Admin fee / account holder | $3,686 | $4,355-15.4% | $4,932-25.3% | $5,403-31.8% |