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 | $64,614 | $73,867-12.5% | $143,757-55.1% | $68,494-5.7% |
| Participation rate | 96.2% | 66.7%+29.5pp | 80.3%+15.8pp | 67.9%+28.3pp |
| Annual return | -25.46% | 1.01%-26.5pp | -0.04%-25.4pp | -7.84%-17.6pp |
| Employer contribution / active EE | $5,343 | $3,184+67.8% | $4,951+7.9% | $2,596+105.8% |
| Participant deferral / active EE | $4,326 | $3,384+27.8% | $5,637-23.3% | $4,027+7.4% |
| Admin fee / account holder | $2,964 | $5,755-48.5% | $14,673-79.8% | $5,403-45.1% |