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 | $32,648 | $64,707-49.5% | $112,228-70.9% | $68,494-52.3% |
| Participation rate | 92.3% | 67.2%+25.2pp | 75.1%+17.2pp | 67.9%+24.4pp |
| Annual return | -21.98% | -11.40%-10.6pp | 27.45%-49.4pp | -7.84%-14.1pp |
| Employer contribution / active EE | $3,724 | $2,746+35.6% | $3,635+2.5% | $2,596+43.4% |
| Participant deferral / active EE | $6,752 | $3,565+89.4% | $4,728+42.8% | $4,027+67.7% |
| Admin fee / account holder | $3,545 | $5,232-32.2% | $6,410-44.7% | $5,403-34.4% |