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 | $17,583 | $57,354-69.3% | $83,848-79.0% | $64,186-72.6% |
| Participation rate | 75.9% | 68.6%+7.3pp | 76.1%-0.3pp | 69.6%+6.3pp |
| Annual return | -10.07% | 11.38%-21.4pp | 850.88%-860.9pp | 7.63%-17.7pp |
| Employer contribution / active EE | $1,673 | $2,545-34.3% | $3,631-53.9% | $2,381-29.7% |
| Participant deferral / active EE | $3,334 | $2,993+11.4% | $4,082-18.3% | $3,470-3.9% |
| Admin fee / account holder | $4,946 | $4,046+22.3% | $5,478-9.7% | $4,888+1.2% |