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 | $46,836 | $82,664-43.3% | $125,339-62.6% | $68,494-31.6% |
| Participation rate | 90.0% | 75.0%+15.0pp | 82.4%+7.6pp | 67.9%+22.1pp |
| Annual return | -21.30% | -5.97%-15.3pp | 572.05%-593.3pp | -7.84%-13.5pp |
| Employer contribution / active EE | $3,661 | $3,381+8.3% | $4,814-24.0% | $2,596+41.0% |
| Participant deferral / active EE | $8,856 | $6,110+44.9% | $7,446+18.9% | $4,027+119.9% |
| Admin fee / account holder | $1,980 | $6,275-68.4% | $10,010-80.2% | $5,403-63.3% |