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 | $35,961 | $56,357-36.2% | $104,294-65.5% | $68,494-47.5% |
| Participation rate | 86.7% | 63.3%+23.4pp | 73.3%+13.4pp | 67.9%+18.8pp |
| Annual return | -31.27% | -9.19%-22.1pp | 24.61%-55.9pp | -7.84%-23.4pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $3,372-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,028 | $3,077+30.9% | $4,625-12.9% | $4,0270% |
| Admin fee / account holder | $1,556 | $4,903-68.3% | $7,339-78.8% | $5,403-71.2% |