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 | $41,192 | $73,004-43.6% | $90,749-54.6% | $68,494-39.9% |
| Participation rate | 93.8% | 70.8%+22.9pp | 75.7%+18.1pp | 67.9%+25.9pp |
| Annual return | -22.94% | -13.81%-9.1pp | -12.16%-10.8pp | -7.84%-15.1pp |
| Employer contribution / active EE | $3,700 | $2,193+68.7% | $2,921+26.7% | $2,596+42.5% |
| Participant deferral / active EE | $3,330 | $3,627-8.2% | $4,564-27.0% | $4,027-17.3% |
| Admin fee / account holder | $1,114 | $5,896-81.1% | $8,445-86.8% | $5,403-79.4% |