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 | $25,143 | $64,707-61.1% | $112,228-77.6% | $68,494-63.3% |
| Participation rate | 72.1% | 67.2%+5.0pp | 75.1%-2.9pp | 67.9%+4.2pp |
| Annual return | -22.37% | -11.40%-11.0pp | 27.45%-49.8pp | -7.84%-14.5pp |
| Employer contribution / active EE | $1,090 | $2,746-60.3% | $3,635-70.0% | $2,596-58.0% |
| Participant deferral / active EE | $2,174 | $3,565-39.0% | $4,728-54.0% | $4,027-46.0% |
| Admin fee / account holder | $621 | $5,232-88.1% | $6,410-90.3% | $5,403-88.5% |