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 | $18,285 | $73,867-75.2% | $143,757-87.3% | $68,494-73.3% |
| Participation rate | 82.8% | 66.7%+16.2pp | 80.3%+2.5pp | 67.9%+14.9pp |
| Annual return | -21.59% | 1.01%-22.6pp | -0.04%-21.5pp | -7.84%-13.7pp |
| Employer contribution / active EE | $1,581 | $3,184-50.4% | $4,951-68.1% | $2,596-39.1% |
| Participant deferral / active EE | $2,700 | $3,384-20.2% | $5,637-52.1% | $4,027-33.0% |
| Admin fee / account holder | $915 | $5,755-84.1% | $14,673-93.8% | $5,403-83.1% |