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 | $39,567 | $64,707-38.9% | $112,228-64.7% | $68,494-42.2% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -21.54% | -11.40%-10.1pp | 27.45%-49.0pp | -7.84%-13.7pp |
| Employer contribution / active EE | $1,535 | $2,746-44.1% | $3,635-57.8% | $2,596-40.9% |
| Participant deferral / active EE | $4,083 | $3,565+14.5% | $4,728-13.6% | $4,027+1.4% |
| Admin fee / account holder | $710 | $5,232-86.4% | $6,410-88.9% | $5,403-86.9% |