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 | $14,004 | $77,634-82.0% | $156,549-91.1% | $62,891-77.7% |
| Participation rate | 97.1% | 71.2%+25.9pp | 84.0%+13.1pp | 69.3%+27.8pp |
| Annual return | -2.51% | 50.32%-52.8pp | 32.23%-34.7pp | 20.14%-22.7pp |
| Employer contribution / active EE | $1,126 | $3,444-67.3% | $5,501-79.5% | $2,281-50.6% |
| Participant deferral / active EE | $1,116 | $3,045-63.3% | $4,871-77.1% | $3,203-65.2% |
| Admin fee / account holder | $1,848 | $5,561-66.8% | $13,027-85.8% | $4,296-57.0% |