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 | $16,575 | $65,685-74.8% | $57,179-71.0% | $273,961-93.9% |
| Participation rate | 88.9% | 78.3%+10.5pp | 75.3%+13.5pp | 83.0%+5.9pp |
| Annual return | -63.08% | 21.99%-85.1pp | 14.59%-77.7pp | 41.45%-104.5pp |
| Employer contribution / active EE | $2,568 | $3,279-21.7% | $2,682-4.3% | $4,869-47.3% |
| Participant deferral / active EE | $7,109 | $3,782+88.0% | $3,096+129.6% | $5,287+34.5% |
| Admin fee / account holder | $1,819 | $4,835-62.4% | $3,139-42.0% | $10,132-82.0% |