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 | $31,302 | $46,674-32.9% | $117,472-73.4% | $68,494-54.3% |
| Participation rate | 71.1% | 56.8%+14.3pp | 70.6%+0.5pp | 67.9%+3.2pp |
| Annual return | -29.48% | -14.52%-15.0pp | 29.74%-59.2pp | -7.84%-21.6pp |
| Employer contribution / active EE | $1,157 | $1,505-23.1% | $4,176-72.3% | $2,596-55.4% |
| Participant deferral / active EE | $2,284 | $2,636-13.4% | $4,070-43.9% | $4,027-43.3% |
| Admin fee / account holder | $5,067 | $4,020+26.0% | $5,645-10.2% | $5,403-6.2% |