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 | $19,202 | $37,426-48.7% | $77,482-75.2% | $79,858-76.0% |
| Participation rate | 100.0% | 41.5%+58.5pp | 54.2%+45.8pp | 69.6%+30.4pp |
| Annual return | -12.23% | 39.70%-51.9pp | 54.79%-67.0pp | 31.71%-43.9pp |
| Employer contribution / active EE | $956 | $637+50.2% | $986-3.0% | $2,471-61.3% |
| Participant deferral / active EE | $1,569 | $1,260+24.5% | $1,861-15.7% | $3,740-58.1% |
| Admin fee / account holder | $18,074 | $2,504+621.8% | $2,858+532.5% | $5,306+240.6% |