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 | $24,728 | $73,867-66.5% | $143,757-82.8% | $68,494-63.9% |
| Participation rate | 72.5% | 66.7%+5.8pp | 80.3%-7.8pp | 67.9%+4.6pp |
| Annual return | -20.11% | 1.01%-21.1pp | -0.04%-20.1pp | -7.84%-12.3pp |
| Employer contribution / active EE | $1,494 | $3,184-53.1% | $4,951-69.8% | $2,596-42.4% |
| Participant deferral / active EE | $2,914 | $3,384-13.9% | $5,637-48.3% | $4,027-27.6% |
| Admin fee / account holder | $476 | $5,755-91.7% | $14,673-96.8% | $5,403-91.2% |