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 | $26,339 | $73,867-64.3% | $143,757-81.7% | $68,494-61.5% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -25.44% | 1.01%-26.4pp | -0.04%-25.4pp | -7.84%-17.6pp |
| Employer contribution / active EE | $2,167 | $3,184-32.0% | $4,951-56.2% | $2,596-16.5% |
| Participant deferral / active EE | $4,398 | $3,384+30.0% | $5,637-22.0% | $4,027+9.2% |
| Admin fee / account holder | $1,030 | $5,755-82.1% | $14,673-93.0% | $5,403-80.9% |