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 | $78,037 | $82,032-4.9% | $123,104-36.6% | $59,632+30.9% |
| Participation rate | 74.1% | 83.2%-9.1pp | 86.8%-12.7pp | 68.7%+5.4pp |
| Annual return | -4.31% | 5.12%-9.4pp | 13.22%-17.5pp | 2041.28%-2045.6pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $5,938 | $4,667+27.3% | $6,230-4.7% | $3,192+86.1% |
| Admin fee / account holder | $3,248 | $5,881-44.8% | $9,015-64.0% | $4,297-24.4% |