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 | $29,645 | $37,426-20.8% | $77,482-61.7% | $79,858-62.9% |
| Participation rate | 92.3% | 41.5%+50.8pp | 54.2%+38.1pp | 69.6%+22.7pp |
| Annual return | -1.72% | 39.70%-41.4pp | 54.79%-56.5pp | 31.71%-33.4pp |
| Employer contribution / active EE | $1,923 | $637+202.1% | $986+95.0% | $2,471-22.2% |
| Participant deferral / active EE | $0 | $1,260-100.0% | $1,861-100.0% | $3,740-100.0% |
| Admin fee / account holder | $818 | $2,504-67.3% | $2,858-71.4% | $5,306-84.6% |