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 | $48,054 | $73,102-34.3% | $123,544-61.1% | $56,287-14.6% |
| Participation rate | 73.3% | 74.3%-1.0pp | 82.3%-9.0pp | 69.9%+3.4pp |
| Annual return | -8.02% | 3.01%-11.0pp | 119.20%-127.2pp | -9.96%+1.9pp |
| Employer contribution / active EE | $3,100 | $2,977+4.1% | $4,628-33.0% | $2,111+46.9% |
| Participant deferral / active EE | $6,896 | $5,423+27.2% | $6,426+7.3% | $3,350+105.9% |
| Admin fee / account holder | $1,114 | $554+101.2% | $9,284-88.0% | $521+113.9% |