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 | $50,417 | $71,883-29.9% | $86,677-41.8% | $68,494-26.4% |
| Participation rate | 70.9% | 72.2%-1.3pp | 76.6%-5.7pp | 67.9%+3.0pp |
| Annual return | -22.89% | 3.52%-26.4pp | 35.91%-58.8pp | -7.84%-15.0pp |
| Employer contribution / active EE | $3,121 | $2,173+43.6% | $2,836+10.0% | $2,596+20.2% |
| Participant deferral / active EE | $4,726 | $3,779+25.1% | $4,656+1.5% | $4,027+17.4% |
| Admin fee / account holder | $4,751 | $6,112-22.3% | $7,493-36.6% | $5,403-12.1% |