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 | $50,749 | $54,350-6.6% | $82,719-38.6% | $68,494-25.9% |
| Participation rate | 80.8% | 63.9%+16.9pp | 72.6%+8.2pp | 67.9%+12.9pp |
| Annual return | -19.79% | -13.67%-6.1pp | 701.18%-721.0pp | -7.84%-11.9pp |
| Employer contribution / active EE | $576 | $2,218-74.1% | $3,009-80.9% | $2,596-77.8% |
| Participant deferral / active EE | $1,910 | $3,246-41.2% | $4,395-56.5% | $4,027-52.6% |
| Admin fee / account holder | $4,222 | $4,395-3.9% | $5,329-20.8% | $5,403-21.9% |