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 | $19,246 | $43,723-56.0% | $121,196-84.1% | $64,186-70.0% |
| Participation rate | 70.0% | 58.3%+11.7pp | 71.7%-1.7pp | 69.6%+0.4pp |
| Annual return | -8.36% | 68.91%-77.3pp | 16.93%-25.3pp | 7.63%-16.0pp |
| Employer contribution / active EE | $909 | $1,296-29.9% | $4,022-77.4% | $2,381-61.8% |
| Participant deferral / active EE | $2,016 | $2,280-11.6% | $3,344-39.7% | $3,470-41.9% |
| Admin fee / account holder | $536 | $3,501-84.7% | $5,019-89.3% | $4,888-89.0% |