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 | $59,039 | $57,354+2.9% | $83,848-29.6% | $64,186-8.0% |
| Participation rate | 90.9% | 68.6%+22.3pp | 76.1%+14.8pp | 69.6%+21.3pp |
| Annual return | -10.19% | 11.38%-21.6pp | 850.88%-861.1pp | 7.63%-17.8pp |
| Employer contribution / active EE | $1,275 | $2,545-49.9% | $3,631-64.9% | $2,381-46.5% |
| Participant deferral / active EE | $1,405 | $2,993-53.1% | $4,082-65.6% | $3,470-59.5% |
| Admin fee / account holder | $729 | $4,046-82.0% | $5,478-86.7% | $4,888-85.1% |