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 | $33,491 | $59,107-43.3% | $86,436-61.3% | $68,494-51.1% |
| Participation rate | 81.8% | 75.2%+6.6pp | 80.3%+1.5pp | 67.9%+13.9pp |
| Annual return | -20.03% | -0.23%-19.8pp | 4394.89%-4414.9pp | -7.84%-12.2pp |
| Employer contribution / active EE | $556 | $2,519-77.9% | $3,769-85.3% | $2,596-78.6% |
| Participant deferral / active EE | $3,274 | $5,901-44.5% | $6,952-52.9% | $4,027-18.7% |
| Admin fee / account holder | $4,585 | $5,637-18.7% | $6,731-31.9% | $5,403-15.1% |