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 | $63,338 | $73,867-14.3% | $143,757-55.9% | $68,494-7.5% |
| Participation rate | 94.3% | 66.7%+27.7pp | 80.3%+14.0pp | 67.9%+26.5pp |
| Annual return | -20.32% | 1.01%-21.3pp | -0.04%-20.3pp | -7.84%-12.5pp |
| Employer contribution / active EE | $3,388 | $3,184+6.4% | $4,951-31.6% | $2,596+30.5% |
| Participant deferral / active EE | $2,461 | $3,384-27.3% | $5,637-56.3% | $4,027-38.9% |
| Admin fee / account holder | $7,851 | $5,755+36.4% | $14,673-46.5% | $5,403+45.3% |