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 | $41,287 | $49,177-16.0% | $79,464-48.0% | $64,186-35.7% |
| Participation rate | 80.0% | 65.0%+15.0pp | 73.3%+6.7pp | 69.6%+10.4pp |
| Annual return | -9.41% | -1.16%-8.2pp | 718.14%-727.5pp | 7.63%-17.0pp |
| Employer contribution / active EE | $1,800 | $2,076-13.3% | $2,800-35.7% | $2,381-24.4% |
| Participant deferral / active EE | $5,383 | $2,821+90.8% | $3,704+45.3% | $3,470+55.1% |
| Admin fee / account holder | $404 | $3,839-89.5% | $5,113-92.1% | $4,888-91.7% |