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 | $28,420 | $82,664-65.6% | $125,339-77.3% | $68,494-58.5% |
| Participation rate | 96.0% | 75.0%+21.0pp | 82.4%+13.6pp | 67.9%+28.1pp |
| Annual return | -28.56% | -5.97%-22.6pp | 572.05%-600.6pp | -7.84%-20.7pp |
| Employer contribution / active EE | $2,138 | $3,381-36.8% | $4,814-55.6% | $2,596-17.6% |
| Participant deferral / active EE | $2,636 | $6,110-56.9% | $7,446-64.6% | $4,027-34.5% |
| Admin fee / account holder | $1,915 | $6,275-69.5% | $10,010-80.9% | $5,403-64.6% |