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 | $26,882 | $56,484-52.4% | $169,463-84.1% | $64,186-58.1% |
| Participation rate | 98.4% | 64.5%+33.8pp | 77.8%+20.6pp | 69.6%+28.8pp |
| Annual return | -8.84% | -1.55%-7.3pp | 1.83%-10.7pp | 7.63%-16.5pp |
| Employer contribution / active EE | $2,606 | $1,832+42.2% | $4,159-37.3% | $2,381+9.5% |
| Participant deferral / active EE | $1,346 | $3,448-61.0% | $5,277-74.5% | $3,470-61.2% |
| Admin fee / account holder | $1,126 | $4,174-73.0% | $9,109-87.6% | $4,888-77.0% |