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 | $35,834 | $73,004-50.9% | $90,749-60.5% | $68,494-47.7% |
| Participation rate | 96.7% | 70.8%+25.9pp | 75.7%+21.0pp | 67.9%+28.8pp |
| Annual return | -20.67% | -13.81%-6.9pp | -12.16%-8.5pp | -7.84%-12.8pp |
| Employer contribution / active EE | $594 | $2,193-72.9% | $2,921-79.7% | $2,596-77.1% |
| Participant deferral / active EE | $4,568 | $3,627+26.0% | $4,564+0.1% | $4,027+13.4% |
| Admin fee / account holder | $13,805 | $5,896+134.1% | $8,445+63.5% | $5,403+155.5% |