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 | $59,792 | $86,655-31.0% | $119,609-50.0% | $66,914-10.6% |
| Participation rate | 94.0% | 75.6%+18.4pp | 79.3%+14.7pp | 69.8%+24.2pp |
| Annual return | -18.64% | -8.00%-10.6pp | -14.97%-3.7pp | 1.58%-20.2pp |
| Employer contribution / active EE | $2,094 | $2,536-17.4% | $4,232-50.5% | $2,544-17.7% |
| Participant deferral / active EE | $4,613 | $4,358+5.9% | $5,602-17.7% | $4,237+8.9% |
| Admin fee / account holder | $1,850 | $755+145.1% | $10,323-82.1% | $593+211.8% |