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 | $17,794 | $49,177-63.8% | $79,464-77.6% | $64,186-72.3% |
| Participation rate | 87.0% | 65.0%+21.9pp | 73.3%+13.6pp | 69.6%+17.4pp |
| Annual return | -9.63% | -1.16%-8.5pp | 718.14%-727.8pp | 7.63%-17.3pp |
| Employer contribution / active EE | $2,425 | $2,076+16.8% | $2,800-13.4% | $2,381+1.9% |
| Participant deferral / active EE | $5,841 | $2,821+107.0% | $3,704+57.7% | $3,470+68.3% |
| Admin fee / account holder | $1,977 | $3,839-48.5% | $5,113-61.3% | $4,888-59.6% |