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 | $29,496 | $57,354-48.6% | $83,848-64.8% | $64,186-54.0% |
| Participation rate | 89.7% | 68.6%+21.1pp | 76.1%+13.6pp | 69.6%+20.1pp |
| Annual return | -9.57% | 11.38%-20.9pp | 850.88%-860.4pp | 7.63%-17.2pp |
| Employer contribution / active EE | $1,665 | $2,545-34.6% | $3,631-54.1% | $2,381-30.1% |
| Participant deferral / active EE | $2,672 | $2,993-10.7% | $4,082-34.5% | $3,470-23.0% |
| Admin fee / account holder | $1,412 | $4,046-65.1% | $5,478-74.2% | $4,888-71.1% |