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 | $54,915 | $64,707-15.1% | $112,228-51.1% | $68,494-19.8% |
| Participation rate | 97.0% | 67.2%+29.8pp | 75.1%+21.9pp | 67.9%+29.1pp |
| Annual return | -20.79% | -11.40%-9.4pp | 27.45%-48.2pp | -7.84%-13.0pp |
| Employer contribution / active EE | $3,701 | $2,746+34.8% | $3,635+1.8% | $2,596+42.5% |
| Participant deferral / active EE | $3,045 | $3,565-14.6% | $4,728-35.6% | $4,027-24.4% |
| Admin fee / account holder | $2,841 | $5,232-45.7% | $6,410-55.7% | $5,403-47.4% |