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 | $70,738 | $88,707-20.3% | $74,183-4.6% | $273,961-74.2% |
| Participation rate | 95.5% | 79.4%+16.0pp | 76.6%+18.8pp | 83.0%+12.4pp |
| Annual return | -2.68% | 11.94%-14.6pp | 17.74%-20.4pp | 41.45%-44.1pp |
| Employer contribution / active EE | $2,188 | $3,159-30.7% | $2,370-7.7% | $4,869-55.1% |
| Participant deferral / active EE | $5,534 | $4,212+31.4% | $3,550+55.9% | $5,287+4.7% |
| Admin fee / account holder | $1,619 | $8,717-81.4% | $5,586-71.0% | $10,132-84.0% |