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 | $26,395 | $46,674-43.4% | $117,472-77.5% | $68,494-61.5% |
| Participation rate | 77.4% | 56.8%+20.6pp | 70.6%+6.8pp | 67.9%+9.5pp |
| Annual return | -21.05% | -14.52%-6.5pp | 29.74%-50.8pp | -7.84%-13.2pp |
| Employer contribution / active EE | $1,972 | $1,505+31.1% | $4,176-52.8% | $2,596-24.0% |
| Participant deferral / active EE | $3,181 | $2,636+20.7% | $4,070-21.9% | $4,027-21.0% |
| Admin fee / account holder | $471 | $4,020-88.3% | $5,645-91.7% | $5,403-91.3% |