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 | $18,226 | $53,162-65.7% | $91,220-80.0% | $68,494-73.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 73.2%+26.8pp | 67.9%+32.1pp |
| Annual return | -20.06% | -3.14%-16.9pp | 114.01%-134.1pp | -7.84%-12.2pp |
| Employer contribution / active EE | $3,208 | $1,709+87.7% | $2,850+12.6% | $2,596+23.6% |
| Participant deferral / active EE | $3,351 | $2,974+12.7% | $4,234-20.9% | $4,027-16.8% |
| Admin fee / account holder | $2,953 | $4,493-34.3% | $5,420-45.5% | $5,403-45.3% |