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 | $66,322 | $110,094-39.8% | $151,611-56.3% | $68,494-3.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -18.84% | -10.12%-8.7pp | 3.33%-22.2pp | -7.84%-11.0pp |
| Employer contribution / active EE | $2,442 | $4,471-45.4% | $6,166-60.4% | $2,596-5.9% |
| Participant deferral / active EE | $4,038 | $6,527-38.1% | $8,363-51.7% | $4,027+0.3% |
| Admin fee / account holder | $21,220 | $7,719+174.9% | $11,616+82.7% | $5,403+292.8% |