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 | $17,842 | $45,863-61.1% | $77,024-76.8% | $68,494-74.0% |
| Participation rate | 72.9% | 55.9%+17.0pp | 67.9%+5.0pp | 67.9%+5.0pp |
| Annual return | -22.09% | 1.72%-23.8pp | 42.32%-64.4pp | -7.84%-14.3pp |
| Employer contribution / active EE | $721 | $1,650-56.3% | $2,812-74.4% | $2,596-72.2% |
| Participant deferral / active EE | $1,633 | $2,962-44.9% | $4,426-63.1% | $4,027-59.5% |
| Admin fee / account holder | $1,190 | $3,041-60.9% | $5,425-78.1% | $5,403-78.0% |