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 | $48,887 | $81,900-40.3% | $119,609-59.1% | $68,494-28.6% |
| Participation rate | 90.9% | 71.9%+19.0pp | 79.3%+11.6pp | 67.9%+23.0pp |
| Annual return | -19.78% | -23.82%+4.0pp | -14.97%-4.8pp | -7.84%-11.9pp |
| Employer contribution / active EE | $2,682 | $2,693-0.4% | $4,232-36.6% | $2,596+3.3% |
| Participant deferral / active EE | $7,291 | $4,148+75.8% | $5,602+30.1% | $4,027+81.0% |
| Admin fee / account holder | $1,471 | $6,582-77.6% | $10,323-85.7% | $5,403-72.8% |