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 | $28,085 | $73,867-62.0% | $143,757-80.5% | $68,494-59.0% |
| Participation rate | 88.2% | 66.7%+21.5pp | 80.3%+7.9pp | 67.9%+20.3pp |
| Annual return | -22.77% | 1.01%-23.8pp | -0.04%-22.7pp | -7.84%-14.9pp |
| Employer contribution / active EE | $1,960 | $3,184-38.4% | $4,951-60.4% | $2,596-24.5% |
| Participant deferral / active EE | $1,662 | $3,384-50.9% | $5,637-70.5% | $4,027-58.7% |
| Admin fee / account holder | $2,505 | $5,755-56.5% | $14,673-82.9% | $5,403-53.6% |