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 6-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 | $17,197 | $95,862-82.1% | $79,550-78.4% | $134,475-87.2% |
| Participation rate | 80.0% | 75.0%+5.0pp | 69.5%+10.5pp | 81.2%-1.2pp |
| Annual return | -26.03% | -2.69%-23.3pp | 0.16%-26.2pp | 417.96%-444.0pp |
| Employer contribution / active EE | $841 | $3,128-73.1% | $2,413-65.2% | $4,740-82.3% |
| Participant deferral / active EE | $2,440 | $4,693-48.0% | $3,985-38.8% | $6,400-61.9% |
| Admin fee / account holder | $345 | $9,126-96.2% | $6,832-94.9% | $11,426-97.0% |