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 | $46,491 | $108,642-57.2% | $74,701-37.8% | $152,861-69.6% |
| Participation rate | 85.7% | 65.3%+20.4pp | 54.5%+31.3pp | 82.4%+3.3pp |
| Annual return | -0.22% | 114.06%-114.3pp | 752.92%-753.1pp | 345.32%-345.5pp |
| Employer contribution / active EE | $645 | $1,503-57.1% | $1,084-40.5% | $4,762-86.5% |
| Participant deferral / active EE | $6,773 | $2,712+149.7% | $1,964+244.9% | $5,850+15.8% |
| Admin fee / account holder | $426 | $4,902-91.3% | $3,333-87.2% | $11,596-96.3% |