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 | $27,967 | $42,894-34.8% | $60,874-54.1% | $68,494-59.2% |
| Participation rate | 98.0% | 66.8%+31.2pp | 73.1%+24.8pp | 67.9%+30.1pp |
| Annual return | -19.15% | -13.98%-5.2pp | 16.90%-36.1pp | -7.84%-11.3pp |
| Employer contribution / active EE | $2,953 | $1,978+49.3% | $2,701+9.3% | $2,596+13.8% |
| Participant deferral / active EE | $5,547 | $2,867+93.5% | $3,817+45.3% | $4,027+37.7% |
| Admin fee / account holder | $1,851 | $3,101-40.3% | $3,224-42.6% | $5,403-65.7% |