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 | $42,855 | $45,863-6.6% | $77,024-44.4% | $68,494-37.4% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -30.15% | 1.72%-31.9pp | 42.32%-72.5pp | -7.84%-22.3pp |
| Employer contribution / active EE | $2,228 | $1,650+35.1% | $2,812-20.8% | $2,596-14.2% |
| Participant deferral / active EE | $3,402 | $2,962+14.8% | $4,426-23.1% | $4,027-15.5% |
| Admin fee / account holder | $902 | $3,041-70.3% | $5,425-83.4% | $5,403-83.3% |