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 4-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 | $31,901 | $71,883-55.6% | $86,677-63.2% | $68,494-53.4% |
| Participation rate | 77.8% | 72.2%+5.5pp | 76.6%+1.2pp | 67.9%+9.9pp |
| Annual return | -21.04% | 3.52%-24.6pp | 35.91%-56.9pp | -7.84%-13.2pp |
| Employer contribution / active EE | $1,771 | $2,173-18.5% | $2,836-37.5% | $2,596-31.8% |
| Participant deferral / active EE | $2,783 | $3,779-26.4% | $4,656-40.2% | $4,027-30.9% |
| Admin fee / account holder | $2,558 | $6,112-58.1% | $7,493-65.9% | $5,403-52.7% |