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 | $27,261 | $42,894-36.4% | $60,874-55.2% | $68,494-60.2% |
| Participation rate | 87.3% | 66.8%+20.5pp | 73.1%+14.2pp | 67.9%+19.4pp |
| Annual return | -19.33% | -13.98%-5.3pp | 16.90%-36.2pp | -7.84%-11.5pp |
| Employer contribution / active EE | $2,083 | $1,978+5.3% | $2,701-22.9% | $2,596-19.8% |
| Participant deferral / active EE | $5,391 | $2,867+88.0% | $3,817+41.2% | $4,027+33.9% |
| Admin fee / account holder | $666 | $3,101-78.5% | $3,224-79.4% | $5,403-87.7% |