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 | $34,058 | $65,435-48.0% | $86,677-60.7% | $66,914-49.1% |
| Participation rate | 81.1% | 75.5%+5.7pp | 76.6%+4.6pp | 69.8%+11.3pp |
| Annual return | -20.35% | -10.89%-9.5pp | 35.91%-56.3pp | 1.58%-21.9pp |
| Employer contribution / active EE | $3,305 | $2,153+53.5% | $2,836+16.5% | $2,544+29.9% |
| Participant deferral / active EE | $7,731 | $4,100+88.5% | $4,656+66.0% | $4,237+82.5% |
| Admin fee / account holder | $1,797 | $642+180.0% | $7,493-76.0% | $593+202.8% |