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 | $61,375 | $71,883-14.6% | $86,677-29.2% | $68,494-10.4% |
| Participation rate | 92.0% | 72.2%+19.8pp | 76.6%+15.4pp | 67.9%+24.1pp |
| Annual return | -19.39% | 3.52%-22.9pp | 35.91%-55.3pp | -7.84%-11.5pp |
| Employer contribution / active EE | $2,480 | $2,173+14.2% | $2,836-12.6% | $2,596-4.5% |
| Participant deferral / active EE | $5,218 | $3,779+38.1% | $4,656+12.1% | $4,027+29.6% |
| Admin fee / account holder | $2,121 | $6,112-65.3% | $7,493-71.7% | $5,403-60.7% |