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 | $15,187 | $87,705-82.7% | $63,517-76.1% | $125,391-87.9% |
| Participation rate | 87.5% | 77.0%+10.5pp | 71.0%+16.5pp | 83.2%+4.3pp |
| Annual return | -4.28% | 21.70%-26.0pp | -70.30%+66.0pp | 282.22%-286.5pp |
| Employer contribution / active EE | $2,825 | $3,601-21.5% | $2,322+21.7% | $4,866-41.9% |
| Participant deferral / active EE | $2,148 | $3,939-45.5% | $2,953-27.3% | $5,352-59.9% |
| Admin fee / account holder | $5,257 | $11,948-56.0% | $5,892-10.8% | $9,540-44.9% |