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 4-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 | $37,363 | $100,754-62.9% | $86,677-56.9% | $134,475-72.2% |
| Participation rate | 87.5% | 78.9%+8.6pp | 76.6%+10.9pp | 81.2%+6.3pp |
| Annual return | -35.50% | 29.04%-64.5pp | 35.91%-71.4pp | 417.96%-453.5pp |
| Employer contribution / active EE | $1,948 | $3,489-44.2% | $2,836-31.3% | $4,740-58.9% |
| Participant deferral / active EE | $4,344 | $5,338-18.6% | $4,656-6.7% | $6,400-32.1% |
| Admin fee / account holder | $412 | $10,926-96.2% | $7,493-94.5% | $11,426-96.4% |