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 | $21,882 | $73,867-70.4% | $143,757-84.8% | $68,494-68.1% |
| Participation rate | 90.0% | 66.7%+23.3pp | 80.3%+9.7pp | 67.9%+22.1pp |
| Annual return | -23.83% | 1.01%-24.8pp | -0.04%-23.8pp | -7.84%-16.0pp |
| Employer contribution / active EE | $835 | $3,184-73.8% | $4,951-83.1% | $2,596-67.8% |
| Participant deferral / active EE | $2,092 | $3,384-38.2% | $5,637-62.9% | $4,027-48.1% |
| Admin fee / account holder | $1,106 | $5,755-80.8% | $14,673-92.5% | $5,403-79.5% |