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 | $18,084 | $77,634-76.7% | $156,549-88.4% | $62,891-71.2% |
| Participation rate | 75.4% | 71.2%+4.2pp | 84.0%-8.7pp | 69.3%+6.1pp |
| Annual return | -1.58% | 50.32%-51.9pp | 32.23%-33.8pp | 20.14%-21.7pp |
| Employer contribution / active EE | $1,307 | $3,444-62.0% | $5,501-76.2% | $2,281-42.7% |
| Participant deferral / active EE | $2,461 | $3,045-19.2% | $4,871-49.5% | $3,203-23.2% |
| Admin fee / account holder | $512 | $5,561-90.8% | $13,027-96.1% | $4,296-88.1% |