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 | $5,918 | $32,117-81.6% | $71,086-91.7% | $64,186-90.8% |
| Participation rate | 90.1% | 42.7%+47.4pp | 54.7%+35.5pp | 69.6%+20.5pp |
| Annual return | -10.26% | -5.57%-4.7pp | 650.59%-660.8pp | 7.63%-17.9pp |
| Employer contribution / active EE | $851 | $712+19.4% | $1,088-21.8% | $2,381-64.3% |
| Participant deferral / active EE | $1,769 | $1,263+40.1% | $1,874-5.6% | $3,470-49.0% |
| Admin fee / account holder | $429 | $2,759-84.5% | $3,082-86.1% | $4,888-91.2% |