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 | $22,536 | $46,674-51.7% | $117,472-80.8% | $68,494-67.1% |
| Participation rate | 95.8% | 56.8%+39.1pp | 70.6%+25.2pp | 67.9%+27.9pp |
| Annual return | -22.81% | -14.52%-8.3pp | 29.74%-52.6pp | -7.84%-15.0pp |
| Employer contribution / active EE | $958 | $1,505-36.4% | $4,176-77.1% | $2,596-63.1% |
| Participant deferral / active EE | $1,895 | $2,636-28.1% | $4,070-53.4% | $4,027-52.9% |
| Admin fee / account holder | $2,800 | $4,020-30.3% | $5,645-50.4% | $5,403-48.2% |