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 | $28,328 | $54,350-47.9% | $82,719-65.8% | $68,494-58.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -21.78% | -13.67%-8.1pp | 701.18%-723.0pp | -7.84%-13.9pp |
| Employer contribution / active EE | $1,765 | $2,218-20.4% | $3,009-41.4% | $2,596-32.0% |
| Participant deferral / active EE | $2,486 | $3,246-23.4% | $4,395-43.4% | $4,027-38.3% |
| Admin fee / account holder | $1,525 | $4,395-65.3% | $5,329-71.4% | $5,403-71.8% |