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 | $17,180 | $52,681-67.4% | $75,781-77.3% | $59,632-71.2% |
| Participation rate | 91.8% | 67.2%+24.6pp | 75.8%+16.0pp | 68.7%+23.1pp |
| Annual return | -5.01% | 2.95%-8.0pp | 9.68%-14.7pp | 2041.28%-2046.3pp |
| Employer contribution / active EE | $1,573 | $2,193-28.3% | $3,323-52.7% | $2,203-28.6% |
| Participant deferral / active EE | $2,476 | $2,591-4.4% | $3,651-32.2% | $3,192-22.4% |
| Admin fee / account holder | $1,609 | $3,610-55.4% | $5,299-69.6% | $4,297-62.6% |