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 | $75,677 | $73,004+3.7% | $90,749-16.6% | $68,494+10.5% |
| Participation rate | 91.4% | 70.8%+20.5pp | 75.7%+15.7pp | 67.9%+23.5pp |
| Annual return | -20.38% | -13.81%-6.6pp | -12.16%-8.2pp | -7.84%-12.5pp |
| Employer contribution / active EE | $920 | $2,193-58.1% | $2,921-68.5% | $2,596-64.6% |
| Participant deferral / active EE | $4,598 | $3,627+26.8% | $4,564+0.7% | $4,027+14.2% |
| Admin fee / account holder | $916 | $5,896-84.5% | $8,445-89.2% | $5,403-83.0% |