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 | $55,644 | $71,883-22.6% | $86,677-35.8% | $68,494-18.8% |
| Participation rate | 95.7% | 72.2%+23.4pp | 76.6%+19.1pp | 67.9%+27.8pp |
| Annual return | -25.13% | 3.52%-28.7pp | 35.91%-61.0pp | -7.84%-17.3pp |
| Employer contribution / active EE | $2,710 | $2,173+24.7% | $2,836-4.5% | $2,596+4.4% |
| Participant deferral / active EE | $6,027 | $3,779+59.5% | $4,656+29.5% | $4,027+49.7% |
| Admin fee / account holder | $12,172 | $6,112+99.2% | $7,493+62.4% | $5,403+125.3% |