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 | $54,754 | $73,004-25.0% | $90,749-39.7% | $68,494-20.1% |
| Participation rate | 97.7% | 70.8%+26.8pp | 75.7%+22.0pp | 67.9%+29.8pp |
| Annual return | -23.04% | -13.81%-9.2pp | -12.16%-10.9pp | -7.84%-15.2pp |
| Employer contribution / active EE | $4,370 | $2,193+99.3% | $2,921+49.6% | $2,596+68.3% |
| Participant deferral / active EE | $9,374 | $3,627+158.5% | $4,564+105.4% | $4,027+132.8% |
| Admin fee / account holder | $3,167 | $5,896-46.3% | $8,445-62.5% | $5,403-41.4% |