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 | $29,074 | $77,634-62.5% | $156,549-81.4% | $62,891-53.8% |
| Participation rate | 80.0% | 71.2%+8.8pp | 84.0%-4.0pp | 69.3%+10.7pp |
| Annual return | -0.12% | 50.32%-50.4pp | 32.23%-32.3pp | 20.14%-20.3pp |
| Employer contribution / active EE | $1,488 | $3,444-56.8% | $5,501-73.0% | $2,281-34.8% |
| Participant deferral / active EE | $1,269 | $3,045-58.3% | $4,871-74.0% | $3,203-60.4% |
| Admin fee / account holder | $2,564 | $5,561-53.9% | $13,027-80.3% | $4,296-40.3% |