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 | $14,481 | $69,010-79.0% | $159,960-90.9% | $68,494-78.9% |
| Participation rate | 93.5% | 65.4%+28.1pp | 78.0%+15.5pp | 67.9%+25.6pp |
| Annual return | -20.61% | -9.65%-11.0pp | 408.60%-429.2pp | -7.84%-12.8pp |
| Employer contribution / active EE | $1,276 | $2,213-42.4% | $4,226-69.8% | $2,596-50.9% |
| Participant deferral / active EE | $2,705 | $4,212-35.8% | $6,182-56.3% | $4,027-32.8% |
| Admin fee / account holder | $1,872 | $4,798-61.0% | $8,698-78.5% | $5,403-65.4% |