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 | $23,759 | $95,416-75.1% | $185,823-87.2% | $85,850-72.3% |
| Participation rate | 96.2% | 68.8%+27.4pp | 81.7%+14.5pp | 69.3%+26.8pp |
| Annual return | -4.07% | 23.59%-27.7pp | 122.05%-126.1pp | 318.53%-322.6pp |
| Employer contribution / active EE | $2,808 | $3,314-15.3% | $5,167-45.7% | $2,565+9.5% |
| Participant deferral / active EE | $2,299 | $3,423-32.9% | $5,568-58.7% | $3,952-41.8% |
| Admin fee / account holder | $6,796 | $7,213-5.8% | $16,237-58.1% | $6,260+8.6% |