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 | $38,994 | $142,344-72.6% | $119,609-67.4% | $134,475-71.0% |
| Participation rate | 90.9% | 82.8%+8.1pp | 79.3%+11.6pp | 81.2%+9.7pp |
| Annual return | -20.49% | -12.44%-8.0pp | -14.97%-5.5pp | 417.96%-438.5pp |
| Employer contribution / active EE | $1,739 | $5,222-66.7% | $4,232-58.9% | $4,740-63.3% |
| Participant deferral / active EE | $2,523 | $6,469-61.0% | $5,602-55.0% | $6,400-60.6% |
| Admin fee / account holder | $3,644 | $13,584-73.2% | $10,323-64.7% | $11,426-68.1% |