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 | $65,123 | $76,912-15.3% | $129,110-49.6% | $68,494-4.9% |
| Participation rate | 100.0% | 69.1%+30.9pp | 77.3%+22.7pp | 67.9%+32.1pp |
| Annual return | -20.40% | -9.78%-10.6pp | -10.94%-9.5pp | -7.84%-12.6pp |
| Employer contribution / active EE | $2,148 | $3,243-33.7% | $5,052-57.5% | $2,596-17.2% |
| Participant deferral / active EE | $3,301 | $4,732-30.2% | $6,542-49.5% | $4,027-18.0% |
| Admin fee / account holder | $1,639 | $6,638-75.3% | $14,302-88.5% | $5,403-69.7% |