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 | $31,306 | $64,707-51.6% | $112,228-72.1% | $68,494-54.3% |
| Participation rate | 79.4% | 67.2%+12.2pp | 75.1%+4.3pp | 67.9%+11.5pp |
| Annual return | -22.04% | -11.40%-10.6pp | 27.45%-49.5pp | -7.84%-14.2pp |
| Employer contribution / active EE | $1,882 | $2,746-31.5% | $3,635-48.2% | $2,596-27.5% |
| Participant deferral / active EE | $2,905 | $3,565-18.5% | $4,728-38.6% | $4,027-27.9% |
| Admin fee / account holder | $389 | $5,232-92.6% | $6,410-93.9% | $5,403-92.8% |