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 | $44,255 | $72,404-38.9% | $110,238-59.9% | $64,186-31.1% |
| Participation rate | 96.5% | 73.3%+23.2pp | 79.8%+16.7pp | 69.6%+26.9pp |
| Annual return | -9.76% | -6.29%-3.5pp | 314.74%-324.5pp | 7.63%-17.4pp |
| Employer contribution / active EE | $1,367 | $2,282-40.1% | $3,826-64.3% | $2,381-42.6% |
| Participant deferral / active EE | $4,156 | $3,469+19.8% | $4,672-11.0% | $3,470+19.8% |
| Admin fee / account holder | $1,072 | $5,664-81.1% | $8,547-87.5% | $4,888-78.1% |