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 | $55,991 | $110,094-49.1% | $151,611-63.1% | $68,494-18.3% |
| Participation rate | 96.0% | 84.0%+12.0pp | 87.5%+8.5pp | 67.9%+28.1pp |
| Annual return | -19.14% | -10.12%-9.0pp | 3.33%-22.5pp | -7.84%-11.3pp |
| Employer contribution / active EE | $6,778 | $4,471+51.6% | $6,166+9.9% | $2,596+161.1% |
| Participant deferral / active EE | $10,084 | $6,527+54.5% | $8,363+20.6% | $4,027+150.4% |
| Admin fee / account holder | $4,207 | $7,719-45.5% | $11,616-63.8% | $5,403-22.1% |