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 | $38,557 | $64,707-40.4% | $112,228-65.6% | $68,494-43.7% |
| Participation rate | 82.9% | 67.2%+15.7pp | 75.1%+7.8pp | 67.9%+15.0pp |
| Annual return | -20.72% | -11.40%-9.3pp | 27.45%-48.2pp | -7.84%-12.9pp |
| Employer contribution / active EE | $4,573 | $2,746+66.5% | $3,635+25.8% | $2,596+76.1% |
| Participant deferral / active EE | $2,057 | $3,565-42.3% | $4,728-56.5% | $4,027-48.9% |
| Admin fee / account holder | $3,328 | $5,232-36.4% | $6,410-48.1% | $5,403-38.4% |