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 | $21,729 | $91,190-76.2% | $178,490-87.8% | $79,858-72.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | -30.51% | 24.19%-54.7pp | 151.07%-181.6pp | 31.71%-62.2pp |
| Employer contribution / active EE | $2,565 | $3,256-21.2% | $5,011-48.8% | $2,471+3.8% |
| Participant deferral / active EE | $1,760 | $3,236-45.6% | $5,202-66.2% | $3,740-52.9% |
| Admin fee / account holder | $2,306 | $6,751-65.8% | $13,984-83.5% | $5,306-56.5% |