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 | $39,506 | $50,958-22.5% | $74,550-47.0% | $64,186-38.5% |
| Participation rate | 70.5% | 61.1%+9.4pp | 69.1%+1.3pp | 69.6%+0.9pp |
| Annual return | -9.37% | -1.86%-7.5pp | 32.53%-41.9pp | 7.63%-17.0pp |
| Employer contribution / active EE | $1,031 | $1,115-7.6% | $1,961-47.4% | $2,381-56.7% |
| Participant deferral / active EE | $1,496 | $2,301-35.0% | $3,108-51.9% | $3,470-56.9% |
| Admin fee / account holder | $13,689 | $4,223+224.2% | $5,060+170.6% | $4,888+180.1% |