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 | $21,880 | $86,699-74.8% | $73,307-70.2% | $125,391-82.6% |
| Participation rate | 82.4% | 78.6%+3.7pp | 74.9%+7.4pp | 83.2%-0.8pp |
| Annual return | -7.48% | 2.78%-10.3pp | 5.67%-13.2pp | 282.22%-289.7pp |
| Employer contribution / active EE | $0 | $4,152-100.0% | $3,237-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $5,984 | $5,550+7.8% | $4,991+19.9% | $5,352+11.8% |
| Admin fee / account holder | $1,885 | $7,771-75.7% | $5,637-66.6% | $9,540-80.2% |