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 | $15,648 | $42,383-63.1% | $76,523-79.6% | $64,186-75.6% |
| Participation rate | 71.1% | 58.1%+13.0pp | 68.0%+3.1pp | 69.6%+1.5pp |
| Annual return | -11.17% | -16.54%+5.4pp | -0.27%-10.9pp | 7.63%-18.8pp |
| Employer contribution / active EE | $614 | $1,563-60.7% | $2,647-76.8% | $2,381-74.2% |
| Participant deferral / active EE | $3,566 | $2,566+38.9% | $3,835-7.0% | $3,470+2.8% |
| Admin fee / account holder | $1,045 | $3,198-67.3% | $4,848-78.4% | $4,888-78.6% |