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 3-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 | $18,346 | $58,208-68.5% | $81,812-77.6% | $80,856-77.3% |
| Participation rate | 81.3% | 63.4%+17.8pp | 72.3%+8.9pp | 67.6%+13.6pp |
| Annual return | -15.14% | 41.66%-56.8pp | 773.79%-788.9pp | 35.59%-50.7pp |
| Employer contribution / active EE | $1,696 | $2,340-27.5% | $2,912-41.8% | $2,755-38.4% |
| Participant deferral / active EE | $2,105 | $3,281-35.8% | $4,319-51.3% | $4,296-51.0% |
| Admin fee / account holder | $801 | $4,981-83.9% | $7,386-89.2% | $6,918-88.4% |