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 | $40,966 | $73,867-44.5% | $143,757-71.5% | $68,494-40.2% |
| Participation rate | 90.3% | 66.7%+23.7pp | 80.3%+10.0pp | 67.9%+22.4pp |
| Annual return | -27.20% | 1.01%-28.2pp | -0.04%-27.2pp | -7.84%-19.4pp |
| Employer contribution / active EE | $5,048 | $3,184+58.5% | $4,951+2.0% | $2,596+94.4% |
| Participant deferral / active EE | $4,045 | $3,384+19.5% | $5,637-28.2% | $4,027+0.5% |
| Admin fee / account holder | $2,514 | $5,755-56.3% | $14,673-82.9% | $5,403-53.5% |