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 | $18,593 | $65,061-71.4% | $143,757-87.1% | $66,914-72.2% |
| Participation rate | 84.0% | 65.2%+18.8pp | 80.3%+3.7pp | 69.8%+14.2pp |
| Annual return | -18.07% | -11.14%-6.9pp | -0.04%-18.0pp | 1.58%-19.7pp |
| Employer contribution / active EE | $1,216 | $2,361-48.5% | $4,951-75.4% | $2,544-52.2% |
| Participant deferral / active EE | $1,259 | $2,919-56.9% | $5,637-77.7% | $4,237-70.3% |
| Admin fee / account holder | $1,413 | $502+181.5% | $14,673-90.4% | $593+138.2% |