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 | $14,030 | $73,867-81.0% | $143,757-90.2% | $68,494-79.5% |
| Participation rate | 86.5% | 66.7%+19.8pp | 80.3%+6.2pp | 67.9%+18.6pp |
| Annual return | -19.62% | 1.01%-20.6pp | -0.04%-19.6pp | -7.84%-11.8pp |
| Employer contribution / active EE | $1,001 | $3,184-68.6% | $4,951-79.8% | $2,596-61.4% |
| Participant deferral / active EE | $1,107 | $3,384-67.3% | $5,637-80.4% | $4,027-72.5% |
| Admin fee / account holder | $819 | $5,755-85.8% | $14,673-94.4% | $5,403-84.8% |