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 | $38,137 | $86,929-56.1% | $102,423-62.8% | $80,856-52.8% |
| Participation rate | 95.5% | 72.4%+23.1pp | 76.5%+19.0pp | 67.6%+27.9pp |
| Annual return | -38.53% | 18.88%-57.4pp | 29.32%-67.9pp | 35.59%-74.1pp |
| Employer contribution / active EE | $3,180 | $2,369+34.2% | $3,023+5.2% | $2,755+15.5% |
| Participant deferral / active EE | $3,781 | $4,118-8.2% | $5,053-25.2% | $4,296-12.0% |
| Admin fee / account holder | $3,774 | $8,049-53.1% | $9,451-60.1% | $6,918-45.4% |