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 | $14,022 | $53,162-73.6% | $91,220-84.6% | $68,494-79.5% |
| Participation rate | 82.4% | 63.2%+19.1pp | 73.2%+9.2pp | 67.9%+14.5pp |
| Annual return | -21.36% | -3.14%-18.2pp | 114.01%-135.4pp | -7.84%-13.5pp |
| Employer contribution / active EE | $540 | $1,709-68.4% | $2,850-81.1% | $2,596-79.2% |
| Participant deferral / active EE | $1,128 | $2,974-62.1% | $4,234-73.3% | $4,027-72.0% |
| Admin fee / account holder | $5,781 | $4,493+28.6% | $5,420+6.7% | $5,403+7.0% |