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 | $28,586 | $48,265-40.8% | $68,791-58.4% | $68,494-58.3% |
| Participation rate | 94.7% | 60.7%+34.1pp | 69.0%+25.7pp | 67.9%+26.8pp |
| Annual return | -19.77% | -12.71%-7.1pp | -6.38%-13.4pp | -7.84%-11.9pp |
| Employer contribution / active EE | $2,210 | $1,829+20.8% | $2,655-16.8% | $2,596-14.9% |
| Participant deferral / active EE | $4,690 | $2,867+63.6% | $3,941+19.0% | $4,027+16.5% |
| Admin fee / account holder | $3,297 | $4,355-24.3% | $4,932-33.1% | $5,403-39.0% |