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 | $31,078 | $46,674-33.4% | $117,472-73.5% | $68,494-54.6% |
| Participation rate | 96.3% | 56.8%+39.5pp | 70.6%+25.7pp | 67.9%+28.4pp |
| Annual return | -25.68% | -14.52%-11.2pp | 29.74%-55.4pp | -7.84%-17.8pp |
| Employer contribution / active EE | $1,153 | $1,505-23.3% | $4,176-72.4% | $2,596-55.6% |
| Participant deferral / active EE | $3,298 | $2,636+25.1% | $4,070-19.0% | $4,027-18.1% |
| Admin fee / account holder | $1,806 | $4,020-55.1% | $5,645-68.0% | $5,403-66.6% |