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 | $28,721 | $211,958-86.4% | $169,463-83.1% | $135,375-78.8% |
| Participation rate | 75.0% | 82.6%-7.6pp | 77.8%-2.8pp | 82.6%-7.6pp |
| Annual return | -9.92% | 3.26%-13.2pp | 1.83%-11.7pp | 519.73%-529.7pp |
| Employer contribution / active EE | $1,236 | $5,120-75.9% | $4,159-70.3% | $4,779-74.1% |
| Participant deferral / active EE | $3,396 | $6,075-44.1% | $5,277-35.7% | $5,609-39.5% |
| Admin fee / account holder | $1,056 | $11,471-90.8% | $9,109-88.4% | $10,827-90.2% |