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 | $50,738 | $73,867-31.3% | $143,757-64.7% | $68,494-25.9% |
| Participation rate | 97.2% | 66.7%+30.6pp | 80.3%+16.9pp | 67.9%+29.3pp |
| Annual return | -22.04% | 1.01%-23.0pp | -0.04%-22.0pp | -7.84%-14.2pp |
| Employer contribution / active EE | $4,159 | $3,184+30.6% | $4,951-16.0% | $2,596+60.2% |
| Participant deferral / active EE | $3,152 | $3,384-6.9% | $5,637-44.1% | $4,027-21.7% |
| Admin fee / account holder | $3,219 | $5,755-44.1% | $14,673-78.1% | $5,403-40.4% |