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 | $38,565 | $73,867-47.8% | $143,757-73.2% | $68,494-43.7% |
| Participation rate | 74.1% | 66.7%+7.5pp | 80.3%-6.2pp | 67.9%+6.2pp |
| Annual return | -23.70% | 1.01%-24.7pp | -0.04%-23.7pp | -7.84%-15.9pp |
| Employer contribution / active EE | $2,399 | $3,184-24.7% | $4,951-51.5% | $2,596-7.6% |
| Participant deferral / active EE | $4,532 | $3,384+33.9% | $5,637-19.6% | $4,027+12.5% |
| Admin fee / account holder | $20,181 | $5,755+250.7% | $14,673+37.5% | $5,403+273.5% |