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 | $19,579 | $46,674-58.1% | $117,472-83.3% | $68,494-71.4% |
| Participation rate | 100.0% | 56.8%+43.2pp | 70.6%+29.4pp | 67.9%+32.1pp |
| Annual return | -20.60% | -14.52%-6.1pp | 29.74%-50.3pp | -7.84%-12.8pp |
| Employer contribution / active EE | $1,502 | $1,505-0.1% | $4,176-64.0% | $2,596-42.1% |
| Participant deferral / active EE | $3,578 | $2,636+35.7% | $4,070-12.1% | $4,027-11.2% |
| Admin fee / account holder | $2,111 | $4,020-47.5% | $5,645-62.6% | $5,403-60.9% |