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 | $50,178 | $101,069-50.4% | $81,478-38.4% | $147,584-66.0% |
| Participation rate | 95.0% | 74.5%+20.5pp | 68.0%+27.0pp | 82.8%+12.2pp |
| Annual return | -23.28% | 32.40%-55.7pp | 38.78%-62.1pp | 578.55%-601.8pp |
| Employer contribution / active EE | $2,050 | $3,205-36.0% | $2,568-20.2% | $4,876-58.0% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $3,537-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,075 | $5,812-64.3% | $4,561-54.5% | $10,885-80.9% |