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 | $23,408 | $49,177-52.4% | $79,464-70.5% | $64,186-63.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -9.93% | -1.16%-8.8pp | 718.14%-728.1pp | 7.63%-17.6pp |
| Employer contribution / active EE | $1,621 | $2,076-21.9% | $2,800-42.1% | $2,381-31.9% |
| Participant deferral / active EE | $1,888 | $2,821-33.1% | $3,704-49.0% | $3,470-45.6% |
| Admin fee / account holder | $7,979 | $3,839+107.8% | $5,113+56.1% | $4,888+63.2% |