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 | $22,107 | $73,867-70.1% | $143,757-84.6% | $68,494-67.7% |
| Participation rate | 77.8% | 66.7%+11.1pp | 80.3%-2.5pp | 67.9%+9.9pp |
| Annual return | -20.99% | 1.01%-22.0pp | -0.04%-20.9pp | -7.84%-13.1pp |
| Employer contribution / active EE | $1,696 | $3,184-46.7% | $4,951-65.7% | $2,596-34.7% |
| Participant deferral / active EE | $4,639 | $3,384+37.1% | $5,637-17.7% | $4,027+15.2% |
| Admin fee / account holder | $1,985 | $5,755-65.5% | $14,673-86.5% | $5,403-63.3% |