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 | $43,931 | $110,094-60.1% | $151,611-71.0% | $68,494-35.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -18.73% | -10.12%-8.6pp | 3.33%-22.1pp | -7.84%-10.9pp |
| Employer contribution / active EE | $3,287 | $4,471-26.5% | $6,166-46.7% | $2,596+26.6% |
| Participant deferral / active EE | $8,978 | $6,527+37.5% | $8,363+7.3% | $4,027+122.9% |
| Admin fee / account holder | $1,812 | $7,719-76.5% | $11,616-84.4% | $5,403-66.5% |