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 | $40,185 | $73,867-45.6% | $143,757-72.0% | $68,494-41.3% |
| Participation rate | 88.6% | 66.7%+21.9pp | 80.3%+8.3pp | 67.9%+20.7pp |
| Annual return | -22.13% | 1.01%-23.1pp | -0.04%-22.1pp | -7.84%-14.3pp |
| Employer contribution / active EE | $1,002 | $3,184-68.5% | $4,951-79.8% | $2,596-61.4% |
| Participant deferral / active EE | $4,003 | $3,384+18.3% | $5,637-29.0% | $4,027-0.6% |
| Admin fee / account holder | $42,873 | $5,755+645.0% | $14,673+192.2% | $5,403+693.5% |