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 | $35,005 | $53,127-34.1% | $86,590-59.6% | $70,131-50.1% |
| Participation rate | 87.5% | 65.3%+22.2pp | 73.5%+14.0pp | 69.5%+18.0pp |
| Annual return | -7.27% | 27.66%-34.9pp | 964.84%-972.1pp | 73.14%-80.4pp |
| Employer contribution / active EE | $2,810 | $2,068+35.9% | $2,839-1.0% | $2,342+20.0% |
| Participant deferral / active EE | $3,082 | $2,696+14.3% | $3,609-14.6% | $3,332-7.5% |
| Admin fee / account holder | $1,896 | $3,585-47.1% | $4,906-61.3% | $4,645-59.2% |