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 | $40,354 | $64,707-37.6% | $112,228-64.0% | $68,494-41.1% |
| Participation rate | 93.8% | 67.2%+26.6pp | 75.1%+18.7pp | 67.9%+25.9pp |
| Annual return | -21.26% | -11.40%-9.9pp | 27.45%-48.7pp | -7.84%-13.4pp |
| Employer contribution / active EE | $1,132 | $2,746-58.8% | $3,635-68.9% | $2,596-56.4% |
| Participant deferral / active EE | $2,833 | $3,565-20.5% | $4,728-40.1% | $4,027-29.7% |
| Admin fee / account holder | $1,600 | $5,232-69.4% | $6,410-75.0% | $5,403-70.4% |