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 | $58,457 | $73,867-20.9% | $143,757-59.3% | $68,494-14.7% |
| Participation rate | 93.9% | 66.7%+27.2pp | 80.3%+13.6pp | 67.9%+26.0pp |
| Annual return | -19.91% | 1.01%-20.9pp | -0.04%-19.9pp | -7.84%-12.1pp |
| Employer contribution / active EE | $1,783 | $3,184-44.0% | $4,951-64.0% | $2,596-31.3% |
| Participant deferral / active EE | $2,950 | $3,384-12.8% | $5,637-47.7% | $4,027-26.7% |
| Admin fee / account holder | $2,385 | $5,755-58.6% | $14,673-83.7% | $5,403-55.9% |