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 | $23,056 | $59,805-61.4% | $79,550-71.0% | $68,494-66.3% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -20.91% | -12.30%-8.6pp | 0.16%-21.1pp | -7.84%-13.1pp |
| Employer contribution / active EE | $1,142 | $1,505-24.1% | $2,413-52.7% | $2,596-56.0% |
| Participant deferral / active EE | $1,550 | $3,024-48.7% | $3,985-61.1% | $4,027-61.5% |
| Admin fee / account holder | $1,820 | $4,835-62.4% | $6,832-73.4% | $5,403-66.3% |