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 | $26,426 | $50,958-48.1% | $74,550-64.6% | $64,186-58.8% |
| Participation rate | 84.9% | 61.1%+23.8pp | 69.1%+15.8pp | 69.6%+15.3pp |
| Annual return | -18.21% | -1.86%-16.4pp | 32.53%-50.7pp | 7.63%-25.8pp |
| Employer contribution / active EE | $324 | $1,115-70.9% | $1,961-83.5% | $2,381-86.4% |
| Participant deferral / active EE | $3,245 | $2,301+41.0% | $3,108+4.4% | $3,470-6.5% |
| Admin fee / account holder | $3,233 | $4,223-23.4% | $5,060-36.1% | $4,888-33.9% |