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 | $33,998 | $59,107-42.5% | $86,436-60.7% | $68,494-50.4% |
| Participation rate | 93.7% | 75.2%+18.4pp | 80.3%+13.3pp | 67.9%+25.8pp |
| Annual return | -22.71% | -0.23%-22.5pp | 4394.89%-4417.6pp | -7.84%-14.9pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,940 | $5,901+34.6% | $6,952+14.2% | $4,027+97.2% |
| Admin fee / account holder | $4,345 | $5,637-22.9% | $6,731-35.5% | $5,403-19.6% |