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 | $60,825 | $73,867-17.7% | $143,757-57.7% | $68,494-11.2% |
| Participation rate | 95.5% | 66.7%+28.8pp | 80.3%+15.2pp | 67.9%+27.6pp |
| Annual return | -21.60% | 1.01%-22.6pp | -0.04%-21.6pp | -7.84%-13.8pp |
| Employer contribution / active EE | $4,154 | $3,184+30.5% | $4,951-16.1% | $2,596+60.0% |
| Participant deferral / active EE | $3,064 | $3,384-9.5% | $5,637-45.7% | $4,027-23.9% |
| Admin fee / account holder | $1,301 | $5,755-77.4% | $14,673-91.1% | $5,403-75.9% |