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 | $59,192 | $71,883-17.7% | $86,677-31.7% | $68,494-13.6% |
| Participation rate | 97.8% | 72.2%+25.5pp | 76.6%+21.2pp | 67.9%+29.9pp |
| Annual return | -19.24% | 3.52%-22.8pp | 35.91%-55.2pp | -7.84%-11.4pp |
| Employer contribution / active EE | $2,833 | $2,173+30.4% | $2,836-0.1% | $2,596+9.1% |
| Participant deferral / active EE | $2,857 | $3,779-24.4% | $4,656-38.6% | $4,027-29.1% |
| Admin fee / account holder | $3,842 | $6,112-37.1% | $7,493-48.7% | $5,403-28.9% |