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 | $51,247 | $72,177-29.0% | $115,037-55.5% | $59,632-14.1% |
| Participation rate | 78.2% | 72.6%+5.6pp | 81.4%-3.2pp | 68.7%+9.5pp |
| Annual return | -10.05% | 12.02%-22.1pp | 26.14%-36.2pp | 2041.28%-2051.3pp |
| Employer contribution / active EE | $1,478 | $2,841-48.0% | $4,608-67.9% | $2,203-32.9% |
| Participant deferral / active EE | $8,768 | $4,783+83.3% | $6,026+45.5% | $3,192+174.7% |
| Admin fee / account holder | $10,460 | $4,927+112.3% | $8,175+27.9% | $4,297+143.4% |