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 | $44,343 | $86,929-49.0% | $102,423-56.7% | $80,856-45.2% |
| Participation rate | 97.3% | 72.4%+24.9pp | 76.5%+20.8pp | 67.6%+29.7pp |
| Annual return | -25.73% | 18.88%-44.6pp | 29.32%-55.1pp | 35.59%-61.3pp |
| Employer contribution / active EE | $1,622 | $2,369-31.6% | $3,023-46.4% | $2,755-41.1% |
| Participant deferral / active EE | $0 | $4,118-100.0% | $5,053-100.0% | $4,296-100.0% |
| Admin fee / account holder | $1,067 | $8,049-86.7% | $9,451-88.7% | $6,918-84.6% |