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 | $36,206 | $42,383-14.6% | $76,523-52.7% | $64,186-43.6% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | -9.95% | -16.54%+6.6pp | -0.27%-9.7pp | 7.63%-17.6pp |
| Employer contribution / active EE | $3,794 | $1,563+142.7% | $2,647+43.3% | $2,381+59.4% |
| Participant deferral / active EE | $6,090 | $2,566+137.3% | $3,835+58.8% | $3,470+75.5% |
| Admin fee / account holder | $880 | $3,198-72.5% | $4,848-81.9% | $4,888-82.0% |