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 | $28,599 | $54,762-47.8% | $90,281-68.3% | $72,985-60.8% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | -32.15% | 30.63%-62.8pp | 78.10%-110.2pp | 81.00%-113.2pp |
| Employer contribution / active EE | $2,753 | $2,092+31.6% | $2,854-3.5% | $2,440+12.8% |
| Participant deferral / active EE | $2,182 | $2,887-24.4% | $3,885-43.8% | $3,607-39.5% |
| Admin fee / account holder | $2,641 | $3,972-33.5% | $5,351-50.7% | $5,124-48.5% |