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 | $59,566 | $71,883-17.1% | $86,677-31.3% | $68,494-13.0% |
| Participation rate | 87.0% | 72.2%+14.7pp | 76.6%+10.4pp | 67.9%+19.1pp |
| Annual return | -21.94% | 3.52%-25.5pp | 35.91%-57.8pp | -7.84%-14.1pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,244 | $3,779-40.6% | $4,656-51.8% | $4,027-44.3% |
| Admin fee / account holder | $1,583 | $6,112-74.1% | $7,493-78.9% | $5,403-70.7% |