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 | $36,132 | $73,004-50.5% | $90,749-60.2% | $68,494-47.2% |
| Participation rate | 75.5% | 70.8%+4.7pp | 75.7%-0.2pp | 67.9%+7.6pp |
| Annual return | -21.01% | -13.81%-7.2pp | -12.16%-8.8pp | -7.84%-13.2pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,833 | $3,627-21.9% | $4,564-37.9% | $4,027-29.7% |
| Admin fee / account holder | $2,758 | $5,896-53.2% | $8,445-67.3% | $5,403-49.0% |