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 | $67,935 | $54,350+25.0% | $82,719-17.9% | $68,494-0.8% |
| Participation rate | 96.8% | 63.9%+32.9pp | 72.6%+24.2pp | 67.9%+28.9pp |
| Annual return | -20.38% | -13.67%-6.7pp | 701.18%-721.6pp | -7.84%-12.5pp |
| Employer contribution / active EE | $2,113 | $2,218-4.7% | $3,009-29.8% | $2,596-18.6% |
| Participant deferral / active EE | $3,617 | $3,246+11.4% | $4,395-17.7% | $4,027-10.2% |
| Admin fee / account holder | $1,978 | $4,395-55.0% | $5,329-62.9% | $5,403-63.4% |