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 | $18,317 | $107,791-83.0% | $90,645-79.8% | $135,375-86.5% |
| Participation rate | 86.4% | 78.0%+8.3pp | 74.0%+12.3pp | 82.6%+3.7pp |
| Annual return | -10.57% | -0.90%-9.7pp | 1.88%-12.5pp | 519.73%-530.3pp |
| Employer contribution / active EE | $1,398 | $3,018-53.7% | $2,532-44.8% | $4,779-70.7% |
| Participant deferral / active EE | $4,212 | $3,872+8.8% | $3,425+23.0% | $5,609-24.9% |
| Admin fee / account holder | $1,093 | $5,930-81.6% | $4,994-78.1% | $10,827-89.9% |