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 | $17,778 | $57,354-69.0% | $83,848-78.8% | $64,186-72.3% |
| Participation rate | 82.1% | 68.6%+13.5pp | 76.1%+6.0pp | 69.6%+12.6pp |
| Annual return | -9.31% | 11.38%-20.7pp | 850.88%-860.2pp | 7.63%-16.9pp |
| Employer contribution / active EE | $2,027 | $2,545-20.3% | $3,631-44.2% | $2,381-14.8% |
| Participant deferral / active EE | $4,898 | $2,993+63.6% | $4,082+20.0% | $3,470+41.2% |
| Admin fee / account holder | $3,350 | $4,046-17.2% | $5,478-38.9% | $4,888-31.5% |