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 | $38,778 | $211,958-81.7% | $169,463-77.1% | $135,375-71.4% |
| Participation rate | 86.7% | 82.6%+4.0pp | 77.8%+8.9pp | 82.6%+4.0pp |
| Annual return | -11.02% | 3.26%-14.3pp | 1.83%-12.9pp | 519.73%-530.8pp |
| Employer contribution / active EE | $3,018 | $5,120-41.1% | $4,159-27.4% | $4,779-36.9% |
| Participant deferral / active EE | $3,912 | $6,075-35.6% | $5,277-25.9% | $5,609-30.3% |
| Admin fee / account holder | $541 | $11,471-95.3% | $9,109-94.1% | $10,827-95.0% |