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 | $36,088 | $46,674-22.7% | $117,472-69.3% | $68,494-47.3% |
| Participation rate | 85.9% | 56.8%+29.1pp | 70.6%+15.3pp | 67.9%+18.0pp |
| Annual return | -21.65% | -14.52%-7.1pp | 29.74%-51.4pp | -7.84%-13.8pp |
| Employer contribution / active EE | $1,361 | $1,505-9.5% | $4,176-67.4% | $2,596-47.6% |
| Participant deferral / active EE | $2,160 | $2,636-18.0% | $4,070-46.9% | $4,027-46.4% |
| Admin fee / account holder | $2,545 | $4,020-36.7% | $5,645-54.9% | $5,403-52.9% |