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 | $30,848 | $46,674-33.9% | $117,472-73.7% | $68,494-55.0% |
| Participation rate | 100.0% | 56.8%+43.2pp | 70.6%+29.4pp | 67.9%+32.1pp |
| Annual return | -23.08% | -14.52%-8.6pp | 29.74%-52.8pp | -7.84%-15.2pp |
| Employer contribution / active EE | $1,398 | $1,505-7.1% | $4,176-66.5% | $2,596-46.1% |
| Participant deferral / active EE | $1,498 | $2,636-43.2% | $4,070-63.2% | $4,027-62.8% |
| Admin fee / account holder | $1,520 | $4,020-62.2% | $5,645-73.1% | $5,403-71.9% |