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 | $66,500 | $110,094-39.6% | $151,611-56.1% | $68,494-2.9% |
| Participation rate | 83.0% | 84.0%-0.9pp | 87.5%-4.5pp | 67.9%+15.1pp |
| Annual return | -20.31% | -10.12%-10.2pp | 3.33%-23.6pp | -7.84%-12.5pp |
| Employer contribution / active EE | $1,890 | $4,471-57.7% | $6,166-69.4% | $2,596-27.2% |
| Participant deferral / active EE | $4,319 | $6,527-33.8% | $8,363-48.4% | $4,027+7.2% |
| Admin fee / account holder | $2,833 | $7,719-63.3% | $11,616-75.6% | $5,403-47.6% |