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 | $24,141 | $49,177-50.9% | $79,464-69.6% | $64,186-62.4% |
| Participation rate | 88.0% | 65.0%+23.0pp | 73.3%+14.7pp | 69.6%+18.4pp |
| Annual return | -9.71% | -1.16%-8.5pp | 718.14%-727.8pp | 7.63%-17.3pp |
| Employer contribution / active EE | $817 | $2,076-60.7% | $2,800-70.8% | $2,381-65.7% |
| Participant deferral / active EE | $1,430 | $2,821-49.3% | $3,704-61.4% | $3,470-58.8% |
| Admin fee / account holder | $772 | $3,839-79.9% | $5,113-84.9% | $4,888-84.2% |