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 | $25,509 | $81,900-68.9% | $119,609-78.7% | $68,494-62.8% |
| Participation rate | 92.0% | 71.9%+20.1pp | 79.3%+12.7pp | 67.9%+24.1pp |
| Annual return | -19.47% | -23.82%+4.4pp | -14.97%-4.5pp | -7.84%-11.6pp |
| Employer contribution / active EE | $1,811 | $2,693-32.8% | $4,232-57.2% | $2,596-30.2% |
| Participant deferral / active EE | $4,580 | $4,148+10.4% | $5,602-18.2% | $4,027+13.7% |
| Admin fee / account holder | $662 | $6,582-89.9% | $10,323-93.6% | $5,403-87.8% |