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 | $49,084 | $48,265+1.7% | $68,791-28.6% | $68,494-28.3% |
| Participation rate | 98.2% | 60.7%+37.5pp | 69.0%+29.2pp | 67.9%+30.3pp |
| Annual return | -21.96% | -12.71%-9.2pp | -6.38%-15.6pp | -7.84%-14.1pp |
| Employer contribution / active EE | $5,272 | $1,829+188.3% | $2,655+98.5% | $2,596+103.0% |
| Participant deferral / active EE | $9,648 | $2,867+236.5% | $3,941+144.8% | $4,027+139.6% |
| Admin fee / account holder | $7,318 | $4,355+68.0% | $4,932+48.4% | $5,403+35.4% |