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 | $47,267 | $81,900-42.3% | $119,609-60.5% | $68,494-31.0% |
| Participation rate | 96.2% | 71.9%+24.3pp | 79.3%+16.9pp | 67.9%+28.3pp |
| Annual return | -21.39% | -23.82%+2.4pp | -14.97%-6.4pp | -7.84%-13.6pp |
| Employer contribution / active EE | $2,305 | $2,693-14.4% | $4,232-45.5% | $2,596-11.2% |
| Participant deferral / active EE | $4,903 | $4,148+18.2% | $5,602-12.5% | $4,027+21.7% |
| Admin fee / account holder | $5,445 | $6,582-17.3% | $10,323-47.3% | $5,403+0.8% |