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 | $73,831 | $73,8670% | $143,757-48.6% | $68,494+7.8% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -21.53% | 1.01%-22.5pp | -0.04%-21.5pp | -7.84%-13.7pp |
| Employer contribution / active EE | $1,922 | $3,184-39.6% | $4,951-61.2% | $2,596-26.0% |
| Participant deferral / active EE | $3,789 | $3,384+11.9% | $5,637-32.8% | $4,027-5.9% |
| Admin fee / account holder | $893 | $5,755-84.5% | $14,673-93.9% | $5,403-83.5% |