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 | $28,497 | $30,732-7.3% | $59,496-52.1% | $59,632-52.2% |
| Participation rate | 83.0% | 43.2%+39.7pp | 54.6%+28.4pp | 68.7%+14.3pp |
| Annual return | -3.92% | 4.47%-8.4pp | 182.05%-186.0pp | 2041.28%-2045.2pp |
| Employer contribution / active EE | $761 | $631+20.7% | $1,153-34.0% | $2,203-65.4% |
| Participant deferral / active EE | $1,924 | $1,183+62.7% | $1,829+5.2% | $3,192-39.7% |
| Admin fee / account holder | $2,548 | $2,136+19.3% | $2,232+14.2% | $4,297-40.7% |