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 | $57,194 | $110,094-48.0% | $151,611-62.3% | $68,494-16.5% |
| Participation rate | 97.4% | 84.0%+13.4pp | 87.5%+9.9pp | 67.9%+29.5pp |
| Annual return | -18.73% | -10.12%-8.6pp | 3.33%-22.1pp | -7.84%-10.9pp |
| Employer contribution / active EE | $3,199 | $4,471-28.4% | $6,166-48.1% | $2,596+23.2% |
| Participant deferral / active EE | $4,897 | $6,527-25.0% | $8,363-41.4% | $4,027+21.6% |
| Admin fee / account holder | $2,454 | $7,719-68.2% | $11,616-78.9% | $5,403-54.6% |