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 | $30,425 | $73,867-58.8% | $143,757-78.8% | $68,494-55.6% |
| Participation rate | 90.9% | 66.7%+24.3pp | 80.3%+10.6pp | 67.9%+23.0pp |
| Annual return | -19.51% | 1.01%-20.5pp | -0.04%-19.5pp | -7.84%-11.7pp |
| Employer contribution / active EE | $2,233 | $3,184-29.9% | $4,951-54.9% | $2,596-14.0% |
| Participant deferral / active EE | $3,284 | $3,384-3.0% | $5,637-41.7% | $4,027-18.4% |
| Admin fee / account holder | $2,067 | $5,755-64.1% | $14,673-85.9% | $5,403-61.7% |