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 7-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 | $50,195 | $59,805-16.1% | $79,550-36.9% | $68,494-26.7% |
| Participation rate | 76.7% | 61.1%+15.6pp | 69.5%+7.2pp | 67.9%+8.8pp |
| Annual return | -19.62% | -12.30%-7.3pp | 0.16%-19.8pp | -7.84%-11.8pp |
| Employer contribution / active EE | $1,393 | $1,505-7.5% | $2,413-42.3% | $2,596-46.4% |
| Participant deferral / active EE | $4,398 | $3,024+45.4% | $3,985+10.3% | $4,027+9.2% |
| Admin fee / account holder | $983 | $4,835-79.7% | $6,832-85.6% | $5,403-81.8% |