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 | $15,658 | $77,634-79.8% | $156,549-90.0% | $62,891-75.1% |
| Participation rate | 81.8% | 71.2%+10.6pp | 84.0%-2.2pp | 69.3%+12.5pp |
| Annual return | -1.48% | 50.32%-51.8pp | 32.23%-33.7pp | 20.14%-21.6pp |
| Employer contribution / active EE | $1,077 | $3,444-68.7% | $5,501-80.4% | $2,281-52.8% |
| Participant deferral / active EE | $2,116 | $3,045-30.5% | $4,871-56.6% | $3,203-33.9% |
| Admin fee / account holder | $3,820 | $5,561-31.3% | $13,027-70.7% | $4,296-11.1% |