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 | $34,921 | $48,265-27.6% | $68,791-49.2% | $68,494-49.0% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | -32.97% | -12.71%-20.3pp | -6.38%-26.6pp | -7.84%-25.1pp |
| Employer contribution / active EE | $1,487 | $1,829-18.7% | $2,655-44.0% | $2,596-42.7% |
| Participant deferral / active EE | $1,537 | $2,867-46.4% | $3,941-61.0% | $4,027-61.8% |
| Admin fee / account holder | $1,429 | $4,355-67.2% | $4,932-71.0% | $5,403-73.5% |