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 | $43,930 | $42,894+2.4% | $60,874-27.8% | $68,494-35.9% |
| Participation rate | 84.6% | 66.8%+17.8pp | 73.1%+11.5pp | 67.9%+16.7pp |
| Annual return | -21.15% | -13.98%-7.2pp | 16.90%-38.1pp | -7.84%-13.3pp |
| Employer contribution / active EE | $7,515 | $1,978+279.9% | $2,701+178.2% | $2,596+189.4% |
| Participant deferral / active EE | $8,876 | $2,867+209.6% | $3,817+132.6% | $4,027+120.4% |
| Admin fee / account holder | $1,103 | $3,101-64.4% | $3,224-65.8% | $5,403-79.6% |