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 | $18,012 | $54,350-66.9% | $82,719-78.2% | $68,494-73.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -20.24% | -13.67%-6.6pp | 701.18%-721.4pp | -7.84%-12.4pp |
| Employer contribution / active EE | $2,163 | $2,218-2.5% | $3,009-28.1% | $2,596-16.7% |
| Participant deferral / active EE | $4,033 | $3,246+24.3% | $4,395-8.2% | $4,027+0.2% |
| Admin fee / account holder | $2,177 | $4,395-50.5% | $5,329-59.2% | $5,403-59.7% |