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 | $15,021 | $45,152-66.7% | $73,843-79.7% | $59,632-74.8% |
| Participation rate | 79.7% | 64.0%+15.6pp | 73.4%+6.2pp | 68.7%+11.0pp |
| Annual return | -2.75% | 27.40%-30.1pp | 2267.84%-2270.6pp | 2041.28%-2044.0pp |
| Employer contribution / active EE | $1,301 | $1,902-31.6% | $2,787-53.3% | $2,203-40.9% |
| Participant deferral / active EE | $2,383 | $2,574-7.4% | $3,583-33.5% | $3,192-25.3% |
| Admin fee / account holder | $301 | $3,516-91.4% | $4,880-93.8% | $4,297-93.0% |