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 4-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 | $16,591 | $46,674-64.5% | $117,472-85.9% | $68,494-75.8% |
| Participation rate | 88.9% | 56.8%+32.1pp | 70.6%+18.3pp | 67.9%+21.0pp |
| Annual return | -22.02% | -14.52%-7.5pp | 29.74%-51.8pp | -7.84%-14.2pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $4,176-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,719 | $2,636+3.1% | $4,070-33.2% | $4,027-32.5% |
| Admin fee / account holder | $976 | $4,020-75.7% | $5,645-82.7% | $5,403-81.9% |