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 | $25,086 | $73,867-66.0% | $143,757-82.5% | $68,494-63.4% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -21.94% | 1.01%-23.0pp | -0.04%-21.9pp | -7.84%-14.1pp |
| Employer contribution / active EE | $1,536 | $3,184-51.8% | $4,951-69.0% | $2,596-40.9% |
| Participant deferral / active EE | $1,439 | $3,384-57.5% | $5,637-74.5% | $4,027-64.3% |
| Admin fee / account holder | $1,361 | $5,755-76.3% | $14,673-90.7% | $5,403-74.8% |