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 | $17,087 | $75,828-77.5% | $147,614-88.4% | $59,632-71.3% |
| Participation rate | 85.5% | 71.6%+13.9pp | 84.6%+0.9pp | 68.7%+16.8pp |
| Annual return | -2.82% | 0.37%-3.2pp | 61.98%-64.8pp | 2041.28%-2044.1pp |
| Employer contribution / active EE | $816 | $3,485-76.6% | $5,564-85.3% | $2,203-63.0% |
| Participant deferral / active EE | $1,574 | $3,130-49.7% | $4,895-67.8% | $3,192-50.7% |
| Admin fee / account holder | $335 | $5,985-94.4% | $11,611-97.1% | $4,297-92.2% |