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 | $24,147 | $48,265-50.0% | $68,791-64.9% | $68,494-64.7% |
| Participation rate | 93.8% | 60.7%+33.1pp | 69.0%+24.7pp | 67.9%+25.9pp |
| Annual return | -21.08% | -12.71%-8.4pp | -6.38%-14.7pp | -7.84%-13.2pp |
| Employer contribution / active EE | $1,958 | $1,829+7.1% | $2,655-26.3% | $2,596-24.6% |
| Participant deferral / active EE | $3,771 | $2,867+31.5% | $3,941-4.3% | $4,027-6.4% |
| Admin fee / account holder | $2,219 | $4,355-49.1% | $4,932-55.0% | $5,403-58.9% |