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 | $42,097 | $77,634-45.8% | $156,549-73.1% | $62,891-33.1% |
| Participation rate | 79.5% | 71.2%+8.3pp | 84.0%-4.5pp | 69.3%+10.2pp |
| Annual return | -0.14% | 50.32%-50.5pp | 32.23%-32.4pp | 20.14%-20.3pp |
| Employer contribution / active EE | $826 | $3,444-76.0% | $5,501-85.0% | $2,281-63.8% |
| Participant deferral / active EE | $1,378 | $3,045-54.8% | $4,871-71.7% | $3,203-57.0% |
| Admin fee / account holder | $4,615 | $5,561-17.0% | $13,027-64.6% | $4,296+7.4% |