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 | $19,050 | $57,354-66.8% | $83,848-77.3% | $64,186-70.3% |
| Participation rate | 88.5% | 68.6%+19.9pp | 76.1%+12.3pp | 69.6%+18.9pp |
| Annual return | -9.68% | 11.38%-21.1pp | 850.88%-860.6pp | 7.63%-17.3pp |
| Employer contribution / active EE | $1,584 | $2,545-37.8% | $3,631-56.4% | $2,381-33.5% |
| Participant deferral / active EE | $1,719 | $2,993-42.6% | $4,082-57.9% | $3,470-50.4% |
| Admin fee / account holder | $529 | $4,046-86.9% | $5,478-90.4% | $4,888-89.2% |