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 | $35,187 | $73,004-51.8% | $90,749-61.2% | $68,494-48.6% |
| Participation rate | 82.1% | 70.8%+11.3pp | 75.7%+6.5pp | 67.9%+14.3pp |
| Annual return | -23.13% | -13.81%-9.3pp | -12.16%-11.0pp | -7.84%-15.3pp |
| Employer contribution / active EE | $2,478 | $2,193+13.0% | $2,921-15.2% | $2,596-4.6% |
| Participant deferral / active EE | $4,233 | $3,627+16.7% | $4,564-7.3% | $4,027+5.1% |
| Admin fee / account holder | $638 | $5,896-89.2% | $8,445-92.4% | $5,403-88.2% |