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 | $39,929 | $42,894-6.9% | $60,874-34.4% | $68,494-41.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -21.02% | -13.98%-7.0pp | 16.90%-37.9pp | -7.84%-13.2pp |
| Employer contribution / active EE | $4,149 | $1,978+109.8% | $2,701+53.6% | $2,596+59.8% |
| Participant deferral / active EE | $2,093 | $2,867-27.0% | $3,817-45.2% | $4,027-48.0% |
| Admin fee / account holder | $650 | $3,101-79.0% | $3,224-79.8% | $5,403-88.0% |