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 | $64,671 | $69,010-6.3% | $159,960-59.6% | $68,494-5.6% |
| Participation rate | 95.6% | 65.4%+30.1pp | 78.0%+17.6pp | 67.9%+27.7pp |
| Annual return | -19.88% | -9.65%-10.2pp | 408.60%-428.5pp | -7.84%-12.0pp |
| Employer contribution / active EE | $1,845 | $2,213-16.6% | $4,226-56.3% | $2,596-28.9% |
| Participant deferral / active EE | $3,827 | $4,212-9.1% | $6,182-38.1% | $4,027-5.0% |
| Admin fee / account holder | $6,215 | $4,798+29.5% | $8,698-28.5% | $5,403+15.0% |